Advisor Presentation
This 1-hour presentation is ideal for a keynote, break-out session
or regional meeting.
The Great Wealth Transfer — Preparing HNW Families to Prosper & Thrive Across Generations
Why do the great majority of estates fail after the assets pass to the heirs? Is it advisor missteps or family dynamics? Should advisors pay as much attention to preparing the heirs as they do to preparing the assets? How will this help grow an advisor’s HNW business? This highly relevant presentation makes the case that today’s trusted advisors become Trusted Family Advisors® by embracing a new set of opportunities that go beyond investment management and tax efficiencies.
CE Credit: CFP Board and Investments & Wealth Institute® towards the CIMA® and CPWA® certifications
“I’ll be implementing what I learned in my practice, and believe it will help increase retention and attract higher net worth prospects.”
— Kathy W., Managing Director
