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Capturing & Retaining Assets through Engaging the Next Generation
Over 80% of investors indicate they plan to transfer wealth to loved ones, but less than half of those have a plan to do so. Additionally, many advisors face the harsh reality that they have an aging client base and very little interaction with the next generation. Within this session we will share generational trends, and ways to engage the next generation. We will also review the importance of preparing families for the inevitable transfer of wealth.

Aug 17, 2023 01:00 PM in Pacific Time (US and Canada)

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Speakers

Derenig Kostikian
Vice President, Business Consultant @AssetMark
Derenig Kostikian has over 15 years of experience in the financial services industry. Most recently, he was a consultant at one the nation’s largest independent broker dealers serving over 2,000 financial advisors. Before that, he worked as a retirement consultant at a smaller broker dealer that was a wholly owned subsidiary of one of the Nation’s largest insurance providers. Derenig earned a Bachelor’s degree in Management from the University of Massachusetts, Boston. He also is a Certified Financial Planner and Certified Plan Fiduciary Advisor and holds series 6,7,63, and 65 securities licenses.