Wealthbox Webinars

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Join Wealthbox experts and integration partners for live demos, best practices, and CE-eligible sessions for financial advisors.

INTEGRATION DEMOS

Turning Risk and Portfolio Insights Into New Business Opportunities with AI

November 3 @ 2:00 pm ET

Wealthbox and Nitrogen are bringing client risk profiles, portfolio information, and retirement planning insights directly into the Wealthbox AI Assistant, helping advisors uncover planning opportunities, strengthen client relationships, and drive new business.

BEST PRACTICES

A Practical Playbook for Year-End Planning

November 4 @ 2:00 pm ET

As year-end approaches, financial advisors are balancing tax planning strategies, portfolio rebalancing, and client communications while preparing their firms for the year ahead.

BEST PRACTICES

Documenting Due Diligence in Financial Planning

November 5 @ 2:00 pm ET

Thorough financial planning starts with asking the right questions and documenting the conversations, recommendations, and actions that follow.

PRODUCT UPDATES

Wealthbox Vault: Keep Client Documents Where the Client Record Lives

November 13 @ 2:00 pm ET

Your client records and client documents shouldn't live in two different places. Join Wealthbox for a live webinar introducing Vault, a new file storage add-on that brings advanced document management and compliance capabilities directly into Wealthbox.

BEST PRACTICES

Preparing Your Advisory Firm for AI-Powered Workflows

November 16 @ 2:00 pm ET

AI is creating new opportunities for financial advisory firms to work smarter, automate processes, and improve client service. But getting the most out of AI starts with having the right foundation in place.

CONTINUING EDUCATION 1 CFP® CE

Rethinking Monte Carlo Results for Better Client Conversations (CFP® CE)

November 17 @ 2:00 pm ET

Join us for this month’s webinar and learn how to adapt the Monte Carlo analysis, making it more useful and tangible for clients. Advisors will learn practical conversation tips and approaches for working with clients and begin to think about the Monte Carlo analysis in a new light.

WORKFLOWS

Streamline Client Review Meetings with Wealthbox and Betterment Advisor Solutions

November 18 @ 2:00 pm ET

Client review meetings are an important opportunity to strengthen relationships, discuss financial goals, and identify next steps. Having a consistent process in place helps advisors stay organized and ensure nothing falls through the cracks.

BEST PRACTICES

Enhancing Client Understanding Through Visual Planning Tools with Asset-Map + Wealthbox

November 24 @ 2:00 pm ET

Clients make better decisions when they can clearly see their full financial picture. This webinar explores how visual planning tools help advisors simplify complex conversations and improve client understanding. Learn how Asset-Map and Wealthbox work together to reinforce insights, capture next steps, and keep client communication consistent.