Thursday, Sep 28, 2023 at 2:00 PM ET
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Join us for a live webinar to discover how the Wealth.com + Wealthbox integration helps advisors deliver better estate planning options and guidance to clients. This webinar will cover:
Speakers
Principal Product Manager
Wealth.com
VP of Sales
Wealthbox
“At Wealth.com, we are committed to delivering a best-in-class experience to advisors and their clients. Our integration with Wealthbox allows advisors to see their clients’s estate planning information directly in their CRM to ensure they have the information they need, when they need it, in one place.”
Danny Lohrfink
Chief Product Officer at Wealth.com
A recording of this webinar will be available here within the next few days. Check back soon!
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