Everplans Webinars

Schedule a Personal Demo of Everplans

Learn how Everplans can help you reach the next generation of clients. Schedule time to see how Everplans helps address the challenges facing advisors as they strive to engage and involve their clients' families in planning for the future. See Everplans from the client and advisor perspectives.

 

Recorded Webinar: Everplans Advisor Spotlight Featuring Richard Collins

Join Richard Collins, Co-Founder of Divergent Wealth Advisors, for a discussion on how he uses Everplans to differentiate his firm. In this Spotlight, hear how his firm first introduced Everplans, how he uses estate planning to build loyalty within clients, and personal experiences that demonstrate the value of a thorough plan.

 

Recorded Webinar: Everplans Advisor Spotlight Featuring Kim Kenawell-Hoffecker

Join Kim Kenawell-Hoffecker, Founding Partner of Avantra Family Wealth for an informal discussion of how she uses Everplans. Leveraging her 21 years of experience at a wirehouse, Kim understands how today's Financial Advisor must differentiate their practice, establish deeper relationships, and connect with clients' heirs through Life & Legacy Planning. In this spotlight, Kim shares best practices including how her firm incorporates Life & Legacy Planning into its core business, why her firm chose Everplans, and how Everplans has helped strengthen her relationship with her clients and her clients' heirs.

 

Recorded Webinar: Everplans Advisor Spotlight Featuring Annette Adamska

Join Annette Adamska, founder of Back Up Your Life, a professional organizer, and a member of NAPO (National Association of Productivity and Organizing Professionals) for an informal discussion of how she uses Everplans. Back Up Your Life, a new kind of professional organizing firm, partners to help clients with organizing all their life’s details, documents, and contingency plans through customized action plans. As a pioneer in the industry of Life & Legacy Planning, Annette shares how she leverages her specialized background in helping people organize their lives through best practices and tips.

 

Recorded Webinar: Everplans Advisor Spotlight Featuring Kyle Imhof

Join Kyle Imhof of Clintsman Financial Planning for an informal discussion of how he uses Everplans. Kyle’s role as a Financial Advisor focuses on helping clients achieve their long-term goals through strategic planning and discipline. He believes in working for a firm that builds their advice around their own moral foundation and puts the interests of the client first. Watch Kyle’s Advisor Spotlight to hear him share how his firm:

  • Leverages Everplans to strengthen relationships with clients’ heirs
  • Pitches Everplans to its clients
  • Successfully rolled out Everplans

 

On-Demand Webinar: The Art Of Multigenerational Planning

Join Abby Schneiderman, Co-CEO and Co-Founder of Everplans, and Harris Scher, Senior Director at Everplans as they discuss The Art of Multigenerational Planning.

Original Air Date: Thursday, November 30th, 2017 at 2:00 PM EST

 

On-Demand Webinar: Redtail and Everplans Integration

Replay the recording of our July 13th, 2017 launch of the integration between Redtail and Everplans. Learn how to import clients, use SSO, and more!

Original Air Date: July 13th, 2017

 

On Demand Webinar: Family, Meet Dad's Advisor with Todd Fithian

Join Todd Fithian of Legacy Companies for a discussion on how advisors can work with their clients to bridge the generational gap with their clients' families.

 

On-Demand Webinar: The Value of Introducing Clients to the Concept of an Ethical Will with Susan Turnbull

Join Everplans and Susan Turnbull, author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will, for a webinar discussing the value of Ethical Wills and why you should introduce them to your clients.

 

Recorded Webinar: What To Do When Passwords Die With the Testator with Fred Weber of Northern Trust

Join Fredrick B Weber, Estate Settlement Services Practice Leader at Northern Trust, for a discussion on the legal and practical issues surrounding the handling of digital assets within an estate. We'll cover some of the emerging legislative solutions as well as strategies you can take to protect your clients' digital worlds.

 

Recorded Webinar: Everplans Advisor Spotlight Featuring Mark G. Cooke

Join Mark Cooke of Heritage Financial for an informal discussion of how he has used Everplans to strengthen client relationships and provide a unique service for his clients. Our advisor spotlights are informal conversations with current Everplans clients.

 

On-Demand Webinar: Bridging the Gap, Creating an Intergenerational Plan for Your Clients with Bob Mauterstock

Join author and expert Bob Mauterstock for a discussion on how to create a plan for your clients that spans generations. You'll learn techniques for involving aging clients, their boomer children, and their adult grandchildren in a meaningful way.

 

On-Demand Webinar: Everplans Advisor Spotlight Featuring Thomas Ela

Join Thomas Ela of Ela Financial for an informal discussion of how he has used Everplans to help build his business and create deeper relationships with his clients. Our advisor spotlights are informal conversations with current Everplans clients.

 

On-Demand Webinar: Are Your Clients Prepared For A Health Crisis? With M. Jane Markley

Join Everplans and advance care speaker M. Jane Markley for a discussion of advance care planning and the importance of ensuring your clients are fully prepared for any eventuality.

 

On-Demand Webinar: Everplans Client Spotlight with Cory Howes

Join Cory Howes of Forrest Firm for an informal discussion of how he has used Everplans to strengthen client relationships and provide his clients with in-depth Life and Legacy planning. Cory is a former Financial Advisor and current Estate Attorney, so he brings a unique perspective to how Everplans fits into the professional workflow.

 

 

On-Demand Webinar: Everplans Advisor Spotlight With Randy Dippell

Randy Dippell of Lakestar Wealth provided an informal discussion of how he has used Everplans to strengthen client relationships, and how our planning tool allowed his practice to provide service beyond the ordinary. Note: This is an audio-only webcast.

 

 

On-Demand Webinar: Everplans Professional Demo

Watch a webinar hosted by our team highlighting the Everplans Professional platform. This webinar features a complete with a Q&A afterward. If have additional questions don't hesitate to schedule a demo with the Everplans team to get your questions answered and see what's new in the platform.

 

Purposeful Planning: Conversations Beyond the Balance Sheet: A 4-Part Webinar Series

Join Barb Culver for an exclusive four-part webinar series exploring methodologies advisors can employ to foster meaningful client relationships and build the type of trust that creates lifelong loyalty. Topics include aging, intergenerational planning, and working with widows.

 

On-Demand Webinar: Clients With Diminished Mental Capacity

7 Steps To Protect Yourself, Your Practice, And Your Clients Who Have Diminished Mental Capacity

Expert and author Bob Mauterstock shared his keen insight on working with aging clients. What do you do when you discover that one of your clients has a diminished mental capacity? If you don't know what steps to take to protect your client and your practice, both may be at risk.  

 

On-Demand Webinar: Empowering Clients To Make Future Healthcare Decisions

Speaker and author Anne Elizabeth Denny provided an extremely informative webinar on how to empower clients to communicate future and end-of-life healthcare wishes. Go beyond merely checking off boxes to truly understand clients' needs and create meaningful healthcare directives for them.

 

On-Demand Webinar: Financial Advisor's Digital Marketing

Listen to author, speaker, and digital marketing expert Jill Addison of FA Client Machine and learn how advisors can best leverage video marketing to grow their practice.

Original Air Date: Wednesday, November 9, 2016 at 2:00 PM EST