As your clients age, particularly high net worth clients and those with complicated family situations, wealth transfer becomes a priority. As their focus starts to change from accumulating assets to estate planning and wealth transfer, will they think of you as a trusted resource to guide them on this new journey? And can you answer: Why would they? And why should they?

The aim of this session is to do two things: 

• Help you differentiate yourselves from other advisors by learning concepts and strategies that many of your peers may not even be thinking about, and 
• Demonstrate how, where and why we can be a strategic partner with you in helping your clients realize their dreams and objectives.  

CE credit offer available until June 29, 2022.
A quiz will appear after the webinar has been viewed.