Upcoming Webinar

The Trust Approach: An Effective Way to Engage Affluent Clients

Date: Thursday, October 15, 2026

Time: 1:00 PM EST

Did you know 46% of wealthy Americans ($3M+) lack a basic trust, and 74% have no comprehensive estate plan.¹

Leading with estate planning is an advisor's strongest strategy to uncover unmanaged assets, protect their book, and position themselves as the lead wealth strategist for $10M+ families.

Join Simplicity Partner Vincent Munno, CFP^®, CLU, as he explores how to turn estate planning into a repeatable offer that deepens client relationships and organically unlocks broader financial planning opportunities.

Reserve Your Spot

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Please confirm with your broker-dealer prior to registering for this event. Registered representatives who are not affiliated with Simplicity Securities are solely responsible for ensuring they are allowed to attend.

What You’ll Learn:

✓ Effective Discovery Tactics: Ask targeted questions on privacy, control, and liquidity designed to expand your client discussions beyond traditional asset management.
✓ Gap Identification: Spot critical risks like improper asset titling, outdated documents, and blended-family concerns.
✓ Structured Workflow: Master the end-to-end process from initial document collection to attorney-guided review.

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION.

This event and associated materials are provided for general educational purposes for financial professionals only and do not constitute legal or tax advice. Attendees should consult their own legal counsel or tax professionals regarding legal strategies and document reviews. This material and the upcoming webinar are intended solely for the education and training of licensed financial professionals and do not constitute specific investment, legal, or tax advice. Simplicity Group and its affiliates do not engage in the practice of law or accounting. Financial professionals are responsible for complying with the policies and approval requirements of their respective broker-dealers, RIAs, and insurance carriers. 5967111-0926

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