recorded Webinar Best Practices

Estate Planning with Wealth.com & Wealthbox for LPL Advisors

Presented by

Outdated estate planning documents can create hidden liabilities for clients and their families, both financially and emotionally. This webinar will show LPL advisors how specialized planning, powered by Wealthbox and Wealth.com, can transform the power of POAs, wills, and other critical documents from an afterthought into a proactive value driver. Join Wealthbox and LPL for a best-practices session designed to help advisors modernize client estate planning, reduce risk, and deliver measurable client value.

This webinar will cover:

  1. How outdated documents create hidden risks and liabilities for clients
  2. Ways to modernize POAs and other estate planning tools using Wealthbox + Wealth.com
  3. Best practices for integrating specialized planning into everyday client workflows
  4. How advisors can add proactive value and strengthen client relationships through estate planning

Speakers

Charlotte Young

Director, Product Experience and Enablement

Wealth.com

Chris Kopanski

Head of Customer Education

Wealthbox

Cody Parks

VP of High-Net-Worth Services

LPL Financial

“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

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