Wealth Planning Trends 2025: Super Bowl, Asset Values and Silver Tsunami

February 20, 2025, 12:30 - 1:30 PM EST


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In today's rapidly evolving financial landscape, staying ahead of shifting trends, legislation, and client needs is paramount for advisors seeking to provide unparalleled service and guidance.

With this in mind, our Wealth Strategists have curated a series of insights designed to empower financial professionals to stand out from the competition by delivering value that transcends traditional asset allocation and portfolio management.

During this presentation, we explore strategies to help grow your practice and assist clients with tax, estate, and retirement planning. Key topics include:

  • Investor Insights: Key findings from our annual survey revealing investor concerns, portfolio positioning, cash trends, and fraud risks.

  • Income Tax Changes: Overview of likely changes in the Tax Cuts and Jobs Act, focusing on how they may affect tax scenarios for clients.

  • Wealth Transfer Strategies: Exploring the advisor's role in setting clear wealth transfer goals and ensuring effective client communication.

  • Behavioral Coaching: Insights into investor behaviors during market downturns and strategies for educational support across diverse client bases.

  • Retirement Income: Discussion on recent policy updates for retirement planning, highlighting new strategies for client advisement.

Starting In

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Panelists

Jeffrey R. Brooks

Senior Wealth Strategist, Janus Henderson Investors

Registration & Fees

Cost: Complimentary

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Continuing Education

1 CE credit hour for CIMA®, CPWA®, RMA® certifications. Audit-proof, Premier CE Uploaded to your certification record(s) within 2 weeks.

Registrants must attend the entire event to earn CE credit.

(CFP® CE PENDING)

Can't attend? Register anyway!

You will have one year to watch the recording to receive your CE credit.

 

Access Instructions

After registering on this website, you will receive an email that will confirm your registration. This confirmation email will also contain your Zoom webinar registration link. Please additionally register with Zoom to secure your spot. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you have any questions. We highly recommend that you test the Zoom platform on your device the day before the event to ensure your participation.

Recording

If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within two weeks of the event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded). The recording will be eligible for CE credit for Institute certifications.

Thank You to Our Sponsor

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