Give your clients the guidance they need for one of the most important — and often overlooked — stages of life: elderhood.

In this webinar, discover how to integrate legacy and elderhood planning seamlessly into your practice using YEPPA, our smart, automated digital Concierge. Learn how to deepen client relationships, uncover new revenue opportunities, and future-proof your business by engaging across generations.

What Will Be Covered

1. The Longevity Opportunity & Client Pain Points

2. Why This Matters for You as Wealth Managers

3. Meet YEPPA: Your Digital Concierge for Elderhood Planning

• What is YEPPA

• How It Works

4. YEPPA's Distinct Advantages

5. Tools & Outputs That Make a Difference

• Elderhood Checklist – Quickly spot product fit and gaps to stay relevant at every stage.

• Schedule of Assets – Instantly see client holdings to reduce fact-finding and target advice.

• Connections – Stay linked to family networks to extend your reach and influence.

• Letter of Wishes – Uncover personal priorities and engage families across generations.

6. Immortalize Affiliate Program: Earn passive, recurring rewards while you empower clients