WEDNESDAY, DECEMBER 17TH AT 12:00 PM EST
The Future of Estate Planning: One Platform Every Advisor Needs
Carter shares how ePIC Services Co. is transforming estate planning for financial advisors and their clients. He explains how their cloud-based eStatePlan™ Portfolio and turnkey system help advisors deliver compliant, attorney-supported estate solutions that build lasting client relationships. Learn how ePIC is driving growth, boosting advisor retention, and leading the way in the Great Wealth Transfer.
Unlock the Great Wealth Transfer:
Discover how trillions in generational wealth are shifting hands and how advisors can stay at the center of that conversation. Carter breaks down proven ways to keep client families engaged across generations using a compliant, tech-powered estate planning system that advisors can easily integrate.
Turn Estate Planning into Growth:
Learn how advisors are using ePIC’s turnkey estate planning platform to host high-converting workshops, generate more first appointments, and retain more assets under management. Carter shares real-world results and explains how adding attorney-supported estate solutions can become a major growth engine for your practice.
Simplify Compliance, Scale Success:
Get an inside look at how ePIC’s ecosystem is complete with attorney partnerships, marketing tools, and onboarding support that helps advisors streamline operations without losing compliance. Carter reveals how this scalable model allows advisors to focus on relationships while the system handles the complexity.
Our Speaker - Carter Wilcoxson
For nearly two decades, Carter has helped top advisors and countless families protect their retirement savings and build lasting legacies. His hands-on experience at the dinner table with real households revealed a major gap between those prepared for retirement and those at risk of outliving their savings—or losing their legacy.
To bridge that gap, Carter united financial planners, software engineers, and marketing experts to create a revolutionary solution that Educates, Enlightens, and Empowers. The result: eStatePlan™ Portfolio, a cloud-based estate planning system powered by Carter’s proprietary process and OEPT (Outsourced Estate Planning Team), providing clients with white-glove support without the cost or complexity of traditional legal services.
American IRA, LLC, a South Dakota limited liability company, serves as a Third Party Administrator on behalf of the Custodian, New Vision Trust Company, a state chartered South Dakota Trust Company. As a Self-Directed IRA administrator we are a neutral third party. We do not make any recommendations to any person or entity associated with investments of any type (including financial representatives, investment promoters or companies, or employees, agents or representatives associated with these firms). We are not responsible for and are not bound by any statements, representations, warranties or agreements made by any such person or entity and do not provide any recommendation on the quality, profitability or reputability of any investment, individual or company. The terms "we" and "us" refer to American IRA, with an office located in Sioux Falls, SD.