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UPCOMING WEBINAR

Introducing Scenario Builder: A Better Way to Model Estate Planning Strategies

CharlotteWebinar

Charlotte Young

Principal Product Manager

Cyndie

Cyndie Smith

VP of Partner Success

Date & Time:
March 20, 2025  |  10am PT / 1pm ET

Advisors have long struggled to easily analyze how different estate planning strategies—like setting up trusts or making large gifts—impact a client’s taxable estate. Until now.

Scenario Builder from Wealth.com lets you model, compare, and optimize strategies in real time. Quickly see how different approaches affect wealth transfer outcomes and provide smarter, data-driven recommendations.

Get an exclusive first look at this powerful new feature and how it can transform your estate planning process.

What You'll Learn

  • How to create customized estate planning scenarios using real client data.
  • Ways to compare strategies and evaluate tax and wealth transfer outcomes.
  • Methods for incorporating life events, tax law changes, and gifting strategies.
  • Strategies to lead more impactful, data-driven conversations with clients.

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