You think the tariff trade is a mess? You should see how your clients are managing their legal, tax and home/auto/insurance documents. Everything from photos to passwords and user names are scattered, stored in a mishmash of filing cabinets, cloud drives and a half-dozen devices. How can they – let alone their heirs – find anything when needed? And how can your clients safeguard all this in today’s era of AI-generated fraud?
You can now solve this problem for all your clients – easily, securely and in full compliance. Best of all, it’s a new way for you to add value to your client, to remind them that you do far more than merely manage their investments. And in today’s uncertain and volatile times, that’s of tremendous value to your clients and a great benefit to your practice.
Join us for this informative and actionable webinar, where you’ll discover how you can help your clients get organized, protect what matters, and ensure their legacy reaches their heirs. You’ll see how easy it is today to simplify estate management, giving your clients much-needed peace of mind. Our special guest is Glenn Shimkus, who sold his last company to DocuSign. Come see what Glenn is doing to enhance your practice management now!
For the live webinar only: 1 CFP CE | 1 CFA PL credit
Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.
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Sponsor
Prisidio is the ultimate digital vault for staying organized and prepared for life’s expected and unexpected moments. Organize and share all your life essential docs or anything of value to your family together in one simple, shareable, secure digital vault. Knowing where to find this information, being able to access it from wherever we are, and the ability to securely share it is why we created Prisidio.
About the speakers
Ric Edelman
Ric is the Founder of Digital Assets Council of Financial Professionals, and Founder of The Truth About Your Future. He founded the nation’s largest financial planning firm, which manages $300 billion for 1.4 million families across the U.S. He was ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s, is in two industry Halls of Fame and received the IARFC’s Lifetime Achievement Award.
Glenn Shimkus
Glenn is the co-founder and CEO of Prisidio, which offers a digital vault to securely collect, protect, and share your most important information with the key people in your life. He is a technology enthusiast and entrepreneur with nearly 30 years of experience building world-class teams and delivering exceptional products.
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Upcoming Events
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Past Events
MAY 13, 2025 | 2-3PM ET | WEBINAR