Earn CE Credit | Learn to Retain Assets Across Generations
| | | Ensuring Continuity | Managing Wealth from Surviving Spouses to Heirs |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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Hi VOORNAAM!
The largest intergenerational wealth transfer in history is well underway, with baby boomers set to pass down an estimated $84 trillion over the next two decades. However, a critical challenge remains for financial advisors and firm executives: retaining these assets as they transition to the next generation.
Join us for an exclusive webinar designed for financial advisors and C-suite executives at advisory firms. We’ll delve into key insights from our latest whitepaper, The Great Wealth Transfer is Underway: Are You Onboard? , and explore the three critical strategies advisors must implement to foster relationships with heirs before assets leave their management.
Key Takeaways: Understanding the First Wealth Transfer: How wealth transition often begins with the sole surviving spouse before passing to heirs—and why advisors must strengthen these relationships now. Bridging the Generational Divide: How to engage tech-savvy, value-driven heirs who seek a different approach to wealth management. Technology as a Competitive Edge: Leveraging digital tools and personalized client experiences to ensure seamless intergenerational transitions. Estate Planning as a Relationship Builder: Practical strategies to integrate estate planning services and family wealth conversations into your advisory practice. Proactive Client Engagement: Steps to solidify your firm’s role as a trusted partner through financial literacy education, investment diversification, and tailored client communication. With over 70% of heirs choosing to leave their parents’ financial advisors after inheriting wealth, the time to act is now. Don’t miss this opportunity to future-proof your practice and ensure a seamless wealth transition across generations. |
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| Hope to see you there!! Maggie @ Wealth Management |
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| EARN CE CREDIT | CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
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| | | Jasmin Conner Moderator Sales Engineer SS&C Black Diamond Wealth Platform |
| | | Leslie Martin, M.B.A Director, Product Management SS&C Black Diamond Wealth Platform |
| | | David Armstrong, Host Executive Director, Content WealthManagement.com Informa Connect |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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