A 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®
) 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.