Vanilla Webinars and Videos

Vanilla

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Jun 07, 2023

This latest installment of the What’s New with Vanilla webinar series covers several new features and enhancements recently launched in the Vanilla Estate Advisory Platform: First-to-Pass analysis: See how the First-to-Pass analysis helps advisors and wealth and estate strategists visualize and gain a more holistic view of the client’s estate. Class Distributions: Learn how the Class Distributions feature will allow advisors and wealth and estate strategists to designate how their client’s assets flow to future generations when a beneficiary predeceases the client. Hear about the latest upgrades to the Vanilla PDF report including new entity tables, a display name editor,...

Vanilla

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May 24, 2023

For the past few years, most US tax residents haven’t needed to worry too much about estate tax. But that’s all about to change. At the end of 2025, the historically high estate exemption of $12.92M ($25.84 million per married couple) will sunset back down to an estimated $6-8 million per person or $12-16 million per couple (adjusting for inflation) – suddenly making the estate tax an important consideration for many more households. And the time to act is now. In this webinar, you’ll learn: How the estate tax exemption sunset will impact your clients Key strategies including SLATS, gifting,...

Vanilla

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May 16, 2023

At our recent Legacy Now event, Hightower CEO Bob Oros and Vanilla cofounder Steve Lockshin sat down with Vanilla CEO Gene Farrell to discuss the changing roles of advisors in estate planning. Learn more about: Why advisors are leaning into Estate Advisory How to use Estate Advisory to connect with clients in a whole new way How technology is helping advisors and wealth planners serve their clients needs around estate planning You can watch the full event here.

Vanilla

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May 08, 2023

Hear from the teams at Addepar and Vanilla where they’ll discuss how their partnership will bring efficiency to the estate planning process. See how the integration of Addepar into Vanilla can create a comprehensive picture of your clients’ family and financial information in their estate profile. You’ll learn how to: Ensure your clients’ estate plans and balance sheets are up-to-date Save time during the onboarding process Integrate your Addepar accounts into Vanilla

Vanilla

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Apr 25, 2023

Today, advisors use Vanilla to deepen client relationships, increase share of wallet and win new clients. Learn the latest innovations and product announcements on the Vanilla Estate Advisory Platform as of April 25, 2023. Our product experts will provide a deep dive into: How advisors can show their clients simple projections of their estate to help make informed planning decisions about future scenarios The new redesigned PDF estate report which enables advisors to show up with their clients in a whole new way

Vanilla

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Apr 17, 2023

With your help, we are about to completely reshape how estate planning is done. On May 16th we unveiled Vanilla’s new Estate Advisory Platform, which reimagines how financial advisors, attorneys and their clients approach one of the most important parts of their lives: their legacy.  In this live, virtual launch event: Vanilla CEO Gene Farrell will outline a new vision for estate planning and the role technology will play Hightower Chairman and CEO Bob Oros will speak with Vanilla Co-Founder Steve Lockshin on the changing role of advisors in estate planning Product experts will showcase the new Vanilla platform and...

Vanilla

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Feb 22, 2023

Steve Lockshin unveils his step-by-step approach to building estate planning into your practice in a more meaningful way. How can financial advisors move upmarket and bring more value to clients? With the right approach to estate planning. There’s no better way to differentiate your offering and deepen client relationships. The webinar will give insights into: How to use estate planning to differentiate with UHNW clients How to engage new clients in estate planning, including specific questions to ask A yearly maintenance checklist for existing clients Commonly overlooked issues and ways to protect your clients Download the estate planning playbook here.

Vanilla

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Dec 09, 2022

Learn how FMB Wealth Management tackles the inevitable for clients – death and taxes – in a way that’s not only more efficient, but achieves greater outcomes. And, watch high-level demos of Holistiplan and Vanilla. Grant Blindbury details how he uses both technologies to achieve impactful results Discover how technology plays a key role in delivering differentiating value Watch product demos of Holistiplan and Vanilla

Vanilla

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Oct 28, 2022

Learn how Dogwood Wealth Management created a three-pillar system that addresses client’s financial needs more holistically, for this generation and the next. Jason Newcomer, co-founder of Dogwood Wealth Management, joins Vanilla CMO Jim Sinai to discuss how he has created a process where estate planning–in addition to wealth advisement, risk management and tax planning–plays an essential role. Jason will outline his approach, and how he uses estate planning as a way to foster meaningful ongoing conversations with clients, rather than a set-it-and-forget-it approach. Newcomer will also discuss his tech-forward philosophy on advising, and how he’s developed a tech stack that...