Celebrity Estate Planning Mistakes – Envestnet – 11.4.26

Envestnet - Upcoming - Celebrity Estate Planning Mistakes

Overview:
Title: Celebrity Estate Planning Mistakes
Date: Wednesday, November 4, 2026
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Celebrities are just like us. Join Envestnet MoneyGuide as we explore real-life celebrity examples to uncover common estate planning mistakes and how they could have been avoided. Through an interactive case study, we will demonstrate how technology can help illustrate the importance of estate planning and support advisor recommendations.

Topics we will cover:

  • Identify and discuss the key components of estate planning
  • Discover essential estate planning documents
  • Explore the importance of account titling in the estate planning process
  • Examine how client attitudes and behaviors can influence estate planning outcomes
  • Uncover current estate planning challenges advisors face

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:
Tom Via Tom Via Senior Training Specialist Envestnet MoneyGuide

With more than 20 years of experience, Tom Via brings deep industry expertise to Envestnet MoneyGuide, a provider of leading goals-based and cash-flow financial planning software.

As a trainer, Tom develops and delivers live and virtual MoneyGuide training sessions.

Before becoming a trainer, Tom served on the MoneyGuide Support Team, providing technical assistance and helping financial professionals create high-quality plans for their clients.

Before joining Envestnet MoneyGuide, Tom worked as a financial planner at Wells Fargo and Edward Jones. He earned a BBA in marketing from James Madison University and lives in Richmond, Virginia.

Outside of work, Tom enjoys cycling, reading, playing guitar, and performing stand-up comedy.