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UPCOMING WEBINAR

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

Danny Lohrfink

Danny Lohrfink

Co-Founder and Chief Product Officer

Wealth.com

Tim White

Tim White

Co-Founder and Chief Growth Officer

Wealth.com

Group 1171273810-1

Jason Borgmann

Director, Advisor Experience

Cetera Financial Group 

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

 

Join us for an exclusive online event as we unveil our new partnership with Cetera, giving all Cetera-affiliated advisors direct access to Wealth.com’s industry-leading estate planning platform.

What You’ll Learn:

  • How Cetera advisors can seamlessly access and leverage Wealth.com
  • Why modern estate planning is a game-changer for client retention & growth
  • A live demo showcasing key platform features
    Best practices for integrating estate planning into your practice

Who Should Attend?

All Cetera-affiliated advisors looking to enhance their client services and differentiate their practice with comprehensive estate planning tools.

Don’t miss this opportunity to get ahead of the curve! Secure your spot today.