Webinars – Wealthbox CRM

Webinar Events

Live and recorded webinars about new upgrades and integrations.

Upcoming Webinars

Join to learn about Wealthbox and various partner integrations.

upcoming webinar

Estate & Legacy Planning + CRM: A Webinar on the Integration of Wealthbox & Yourefolio

Tuesday, January 28, @ 2:00 PM ET
Join us for a live webinar as representatives from Wealthbox and Yourefolio demo our products and the integration between them. In this integration, advisors can easily transfer client data from Wealthbox to Yourefolio’s estate planning software. There will be a... more
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upcoming webinar

CFP CE Webinar: Exciting Financial Planning Opportunities with the SECURE Act

Tuesday, February 4, @ 2:00 PM ET
Join us for this CFP CE credit eligible webinar with Right Capital. Recent tax changes associated with the SECURE Act have left customers and prospects wondering how their financial future will be affected. Join us for a webinar that discusses... more
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Recorded Webinars

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