Webinar

Beyond the Binder: Modernizing Your Wealth and Estate Strategy for the Digital Age

October 14, 2026
Zoom Webinar
11:00 AM to 11:45 AM CT

Event details

Is your estate plan stuck in the paper age?

What you'll learn: How to protect your online accounts, password managers, and cloud legacy from a permanent digital lockout.

What You Will Learn:

The reality of "Digital Drift":

How your everyday digital habits have likely outgrown your existing Will or Trust.

The infrastructure of your life:

Why "digital assets" mean far more than just cryptocurrency, and where your financial and sentimental blind spots hide.

The legal power of attorney gap:

Why older estate documents leave executors entirely locked out by big tech companies like Apple, Google, and financial institutions.

Your modern roadmap:

Practical, secure steps you can take today to ensure seamless continuity and peace of mind for your loved ones.

Don't let your legacy get locked behind a passcode.

Secure your spot today to learn how to seamlessly align your portfolio, your legal entities, and your digital footprint.

Presenters

Derieck Hodges

Derieck Hodges

CFP, Principal, Wealth Advisor

Sam Schwartz

Sam Schwartz

CFP, Vice President, Wealth Advisor

Ashton Hayes

Ashton Hayes

JD, LLM Trust & Estate Senior Associate

RSVP to secure your spot.

Registration