March 17, 2021
May 10 | The Great Wealth Transfer®

Preparing Families to Prosper & Thrive Across Generations

Monday, May 10, 2021
4PM – 5:30PM  |  Zoom Event

The needs of clients are changing. Now more than ever, families are looking for a Trusted Family Advisor® to help them prepare their beneficiaries for a successful wealth transfer . . . beyond investment advice.

Ask yourself:

  • How strong are your relationships with your clients’ entire families?
  • How much time do you spend now helping clients prepare their children for inheritance?
  • Do you feel confident the children of your successful clients will be your clients when
    the wealth transfers?

Built around 10 new growth and retention opportunities, this presentation makes the case that today’s trusted advisor become the Trusted Family Advisor®. Learn about new family meeting topics, family checklists and practical tools that move the inheritance conversation from money matters to family matters.

 

Please RSVP below.

  • Please complete the following sections for CE credit.

  • CFP:

  • CIMA® & CPWA® (Investment & Wealth Institute):

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GET IN TOUCH

  1. 175 Andover Street, Suite 101
    Danvers, Massachusetts 01923