Mastering the Great Wealth Transfer: A Seminar by IWI

Posted by Allison Edmondson, Director of Communications

Oct 16, 2018 3:00:00 PM

Denver, CO — October 16, 2018A new generation of investors brings new attitudes and expectations to the wealth management industry, while at the same time advisors are aging and leaving the industry faster than firms are replacing them. Learn how these two demographic trends disrupt established client-advisor relationships and how you can best handle the expected $30 trillion wealth transfer expected over the next few decades at the Investments & Wealth Institute® (formerly IMCA®) Focus on Advising the Great Wealth Transfer seminar, November 15, 2018 at the Pointe Hilton Tapatio Cliffs Resort in Phoenix, AZ.

In this one-day seminar, advisors will learn from top academics, practitioners, and industry experts how advisors can best handle the generational wealth transfer with sessions focusing on: 

  • Managing Legacy Wealth

  • Unlocking Liquidity in Your Clients’ Privately-held Businesses

  • How Advisors Should Talk to Millennials If You Want Them to Listen To You

  • Does Gender Influence the Selection of a Financial Advisor?

  • Estate Planning

Advisors can earn up to six hours of continuing education credit. The Institute is a CFP Board CE Quality Partner.

Registration is now open for Focus on Advising the Great Wealth Transfer. For detailed event information, visit the Focus on Advising the Great Wealth Transfer event web page.


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