Upcoming Webinar

Wealth Transfer Planning Masterclass

Date: Thursday, November 12, 2026

Time: 1:00 PM EST

Join Simplicity’s Advanced Planning Team for a masterclass webinar focused on advanced planning strategies that address the top trust & estate planning challenges of high-net-worth and ultra-high-net-worth families.

This session will cover current events in the wealth transfer space, introduce strategies to address the unique challenges and goals of HNW/UHNW families and create meaningful life insurance and planning opportunities for advisors.

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.

Attend to learn about:

✓ Initial reaction to mid-term election results – Potential impact on future estate planning legislation
✓ Understanding the HNW/UHNW market – A discussion on psychology and behavioral finance findings
✓ Impact of AI on the estate planning process
✓ Asset protection planning – Strategies for keeping family wealth in the family
✓ Estate tax mitigation strategies – Not just funding their potential tax liability, but minimizing it