Beyond Projections: Dynamic Planning for Complex Wealth with Voyant & Wealth.com

Today’s high-net-worth clients expect more than static plans and generic solutions — they want advice that adapts to their evolving lives and legacy goals. In this joint webinar, Voyant and Wealth.com bring together two powerful perspectives on delivering dynamic, client-centric planning.

What You’ll Learn:

• How leading advisors use Voyant's real-time scenario modeling and Wealth.com's modern estate planning platform to address the full spectrum of client needs — from cash flow and retirement to trusts and multigenerational wealth transfer. 

• Q&A with product experts from Voyant and Wealth.com

While these platforms operate independently, together they showcase what it means to offer deep, differentiated planning in a rapidly changing wealth landscape. Don't miss this opportunity to learn more!