Thursday, August  20th at 9am PT  |   12pm ET

Most advisors already know estate planning matters to their clients.

Here's why it's worth getting right. Cerulli research shows more than 70% of heirs fire or replace their parents' financial advisor after an inheritance.

It's not because the advisor did a bad job managing the money. In most cases, the heir simply never had a relationship with them to begin with. The advisors who build that relationship early are the ones who keep it.

Join Samantha Russell and Susan Theder, along with Eva Deniz, for a practical look at how to bring estate planning fully into your client relationships, backed by the tools and expertise to do it well.

You'll walk away knowing:

• How to position estate planning as core to your value, not a referral you hand off

• How to open the conversation with confidence, even on the parts outside your expertise

• What AI now makes possible, from reviewing existing documents in seconds to surfacing opportunities most advisors would otherwise miss

• How to turn one estate conversation into a relationship with the whole family