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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 in place to do so. Additionally, many advisors are facing 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, ways to engage the next generation and will review the importance of preparing families for the inevitable transfer of wealth.

Sep 15, 2022 04:00 PM in Eastern Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Gretchen Golembewski.