The Future of Estate Planning: One Platform Every Advisor Needs
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- 12/17/25 12:00PM - 01:00PM America/New_York
- https://americanira.ac-page.com/1217-webinar
- Free
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American IRA will be hosting Carter Wilcoxson, who will share how ePIC Services Co. is transforming estate planning for financial advisors and their clients. He explains how the cloud-based eStatePlan™ Portfolio and turnkey system helps advisors deliver compliant, attorney-supported solutions that build lasting client relationships, drive growth, boost retention, and lead the way in the Great Wealth Transfer.
What You’ll Learn
*Unlock the Great Wealth Transfer
Learn how trillions in generational wealth are shifting and how advisors can stay involved by engaging entire client families through a compliant, tech-driven estate planning system.
*Turn Estate Planning into Growth
See how advisors use ePIC’s turnkey platform to run effective workshops, book more first appointments, and retain more assets with attorney-supported estate solutions.
*Simplify Compliance, Scale Success
Discover how ePIC’s attorney partnerships, marketing tools, and onboarding support help advisors streamline operations, stay compliant, and focus on client relationships.
Register to Access:
*Early Access Recording.
*A First Look at What’s in The Works.
*Get Expert Answers.
- Jim Hitt