Latest news with #DanBolton
Yahoo
20-05-2025
- Business
- Yahoo
Wealth.com Announces Inaugural Estate Planning Conference
First-of-its-kind event to feature marquee speakers, more than 15 hours of programming designed to elevate education and community in wealth management industry PHOENIX, May 20, 2025--(BUSINESS WIRE)-- the leading digital estate planning platform for financial advisors, today announced plans for its first annual industry-wide event: The Estate Planning Conference, taking place Jan. 26-28, 2026, at the Montelucia Resort in Scottsdale, Arizona, which has been reserved in its entirety for attendees. Designed to unite financial advisors, estate planners and wealth management leaders, the conference will feature more than 15 hours of CFP® continuing education (CE)-level content, world-class speakers and a fully immersive resort experience dedicated to education, collaboration and community. Attendees will gain access to top-tier insights from a roster of leading experts and thought leaders who are shaping the future of estate planning and finance. By establishing a dynamic platform for estate planning education, is setting a new standard for professional development in the wealth management space. The Estate Planning Conference will further empower advisors to integrate estate planning with confidence and help firms meet evolving client needs while deepening trust and value. It is open to all financial professionals with firms of any size and all affiliations. For those unable to attend in person, will share select sessions and key takeaways online, helping to ensure the educational impact reaches the broader industry. "Estate planning deserves a place at the center of advisor education," said Dan Bolton, head of marketing at "That is why we are dedicating significant resources to make The Estate Planning Conference the premier event of its kind. Attendees can expect sessions led by global leaders, unmatched opportunities to collaborate with peers and an experience designed to inspire long after the conference ends." This announcement builds on a period of rapid momentum for which now serves as the preferred estate planning platform for more than 1,000 wealth management firms. Following its successful Series A funding round, led by Google Ventures in late 2024, attracted backing from Schwab, which continues to fuel its evolving platform. Earlier this year, the company unveiled its Scenario Builder—the industry's first all-in-one estate planning modeling tool—enabling advisors, planners and estate attorneys to evaluate the potential impacts of various strategies on a client's estate. Together, these advancements reflect continued appeal as well as its commitment to meeting the growing demand for modern, scalable estate planning solutions across the wealth management landscape. Registration for The Estate Planning Conference is available now at To learn more about advanced, end-to-end estate planning platform, please visit About is the industry's leading estate planning platform, empowering 1,000+ wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end estate planning platform built specifically for financial institutions, helps drive scale and efficiency, meeting client needs across the wealth spectrum. Financial advisors ranked as the #1 estate planning platform in the 2024 T3/Inside Information Advisor Software Survey. In 2024, was honored by as the 'Best Technology Provider' in the Trust category, and CEO Rafael Loureiro received the Advisor Choice Award for Technology Providers: CEO of the Year. View source version on Contacts MEDIA CONTACT:StreetCred PR wealth@ Audrey Love865-253-6082Audrey@ Rob Farmer415-377-3293Rob@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
20-05-2025
- Business
- Business Wire
Wealth.com Announces Inaugural Estate Planning Conference
PHOENIX--(BUSINESS WIRE)-- the leading digital estate planning platform for financial advisors, today announced plans for its first annual industry-wide event: The Estate Planning Conference, taking place Jan. 26-28, 2026, at the Montelucia Resort in Scottsdale, Arizona, which has been reserved in its entirety for attendees. Designed to unite financial advisors, estate planners and wealth management leaders, the conference will feature more than 15 hours of CFP® continuing education (CE)-level content, world-class speakers and a fully immersive resort experience dedicated to education, collaboration and community. Attendees will gain access to top-tier insights from a roster of leading experts and thought leaders who are shaping the future of estate planning and finance. By establishing a dynamic platform for estate planning education, is setting a new standard for professional development in the wealth management space. The Estate Planning Conference will further empower advisors to integrate estate planning with confidence and help firms meet evolving client needs while deepening trust and value. It is open to all financial professionals with firms of any size and all affiliations. For those unable to attend in person, will share select sessions and key takeaways online, helping to ensure the educational impact reaches the broader industry. 'Estate planning deserves a place at the center of advisor education,' said Dan Bolton, head of marketing at 'That is why we are dedicating significant resources to make The Estate Planning Conference the premier event of its kind. Attendees can expect sessions led by global leaders, unmatched opportunities to collaborate with peers and an experience designed to inspire long after the conference ends.' This announcement builds on a period of rapid momentum for which now serves as the preferred estate planning platform for more than 1,000 wealth management firms. Following its successful Series A funding round, led by Google Ventures in late 2024, attracted backing from Schwab, which continues to fuel its evolving platform. Earlier this year, the company unveiled its Scenario Builder —the industry's first all-in-one estate planning modeling tool—enabling advisors, planners and estate attorneys to evaluate the potential impacts of various strategies on a client's estate. Together, these advancements reflect continued appeal as well as its commitment to meeting the growing demand for modern, scalable estate planning solutions across the wealth management landscape. Registration for The Estate Planning Conference is available now at To learn more about advanced, end-to-end estate planning platform, please visit is the industry's leading estate planning platform, empowering 1,000+ wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end estate planning platform built specifically for financial institutions, helps drive scale and efficiency, meeting client needs across the wealth spectrum. Financial advisors ranked as the #1 estate planning platform in the 2024 T3/Inside Information Advisor Software Survey. In 2024, was honored by as the 'Best Technology Provider' in the Trust category, and CEO Rafael Loureiro received the Advisor Choice Award for Technology Providers: CEO of the Year.
