Legacy Now Spring 2024
On-demand: Watch Legacy Now, the premier virtual estate planning event for advisors, attorneys, and planners, hosted by Vanilla.
Speakers
Shane Battier
2x NBA Champion, Philanthropist, Investor
Gene Farrell
CEO, Vanilla
Bill McNabb
Former Chairman and CEO, Vanguard
Steve Lockshin
Founder, Vanilla
Rick Holman JD, CFP®, CLU®
Vice President and Senior Estate Planner, Baird – Private Wealth Management
Derek Wittjohann CPWA®, CFP®
Chief Operating Officer, Partner, Premier Path Wealth Partners
Lisa Westermark, ChFC®
Senior Vice President & Co-Founder, Beverly Hills Private Wealth
Kevin Donovan JD
Partner, Founder, The Art of Planning
Watch On-Demand
Speakers
Shane Battier
2x NBA Champion, Philanthropist, Investor
Gene Farrell
CEO, Vanilla
Bill McNabb
Former Chairman and CEO, Vanguard
Steve Lockshin
Founder, Vanilla
Rick Holman JD, CFP®, CLU®
Vice President and Senior Estate Planner, Baird – Private Wealth Management
Derek Wittjohann CPWA®, CFP®
Chief Operating Officer, Partner, Premier Path Wealth Partners
Lisa Westermark, ChFC®
Senior Vice President & Co-Founder, Beverly Hills Private Wealth
Kevin Donovan JD
Partner, Founder, The Art of Planning
This Spring’s Legacy Now packed an entire summit’s worth of thought-leadership content into just 1.5 hours — so you’ll come away with high-impact, actionable insights.
For the first time, we showcased a variety of different panels with subject matter experts, highlighting key learnings in different arenas of finance and estate planning, including:
- Panel 1: Innovative approaches to opening doors to new and 2nd-gen clients
- Panel 2: Scaling estate planning to every advisor in the org
- Panel 3: How T&E attorneys are ramping up for the 2026 exemption sunset
- Keynote: Building a Legacy with 2x NBA champion Shane Battier and his advisor, Steve Lockshin
You’ll hear from leading voices in the industry who will provide best practices gleaned from real-world experience. Plus, you’ll get an insider’s look at what’s new with the Vanilla estate advisory platform — and what’s on the horizon. Featuring Vanilla CEO Gene Farrell, former Vanguard CEO Bill McNabb, and many more.