How Cetera Advisors Can Leverage Wealth.com for Estate Planning Excellence

Date & Time:
May 1, 2025  |  10am PT / 1pm ET

Wealth.com is proud to partner with Cetera to bring its industry-leading estate planning platform directly to all Cetera-affiliated advisors. Join us for an exclusive live webinar where we’ll walk through how this powerful integration simplifies estate planning, enhances client relationships, and creates new growth opportunities for your practice.

What You’ll Learn:

• How Cetera advisors can seamlessly access and activate Wealth.com through their existing workflows

• A live demo of Wealth.com’s most powerful features, including document creation, AI-driven plan analysis, and advisor-client collaboration tools

• Real-world examples of how modern estate planning drives deeper client engagement, increases referrals, and strengthens retention

• Best practices for integrating estate planning into your practice—whether you’re just getting started or already offering advanced services

Who Should Attend?

This webinar is ideal for all Cetera-affiliated advisors who want to elevate their offering and differentiate their practice in an increasingly competitive landscape. Whether you're focused on HNW clients, legacy planning, or practice efficiency, this session will equip you with the tools and insights to stand out.

Reserve Your Spot

Don’t miss this opportunity to future-proof your practice and gain access to the tools today’s clients expect. Secure your spot now and be part of the movement redefining estate planning in wealth management.