What’s it like to be at a T3 conference? Matt Morris, CEO, EncorEstate Plans, says this in an unsolicited LinkedIn post:

T3 this year was just wow: it hit all the high notes from the speaker lineup to overall energy to conversations all around. If you haven’t been before, I highly recommend attending T3 next year. It’s always a “must-attend” in my book.

Joel Bruckenstein, Bob Veres, and the T3 Technology Tools for Today and Inside Information teams are very thoughtful and thorough in everything they do (thank you). And hats off to the marvelous Marie Swift, Dori Thomas, Teresa Law, and the Impact Communications, Inc. – Marketing & PR team with Shawna Ohm for the steady stream of great content showcased from #T32025!

For EncorEstate Plans, T3 was another one for the books:

• Validation that the Estate Planning category continues to grow and “has moved into the mainstream” according to the T3/Inside Information Survey. This is progress toward EncorEstate Plans vision of Estate Planning being table stakes for financial planning.

• The estate planning category grew by 4% last year, but EncorEstate Plans market share grew by over 80%. Not bad for a bootstrapped WealthTech company!

• EncorEstate Plans is #1 in Advisor Satisfaction with 8.47 in the Estate Planning category. 8.47 is one of the highest satisfaction ratings in the entire survey!

• EncorEstate Plans is a T3 “All Star” for the second year running!

• Amazing to meet many current EncorEstate Plans users in person and many more future users and partners!

• Quality time with WOOMaster Mike Bennett and Ian Stuart 💚

One thing I’m looking forward to at next year’s T3: advisors shaving Mike’s head at the booth 😁 (yes, we’re making it happen).

Save the date for #T32026:
March 9th-12th, 2026 in jazzy, snazzy New Orleans