Bridging Generations: Mastering Strategies for the Great Wealth Transfer with Envestnet

Preparing investors for the Great Wealth Transfer involves tailoring strategies to meet the needs of both current and future generations. Join Tom Via, Training Specialist at Envestnet, to explore effective techniques and tools for enhancing financial outcomes for older clients while engaging the next generation with modern solutions.

In this webinar, we will cover:

• Estate planning strategies suitable for clients of all net worths

• Current estate planning challenges advisors to encounter

• Integrating estate planning seamlessly into your practice to strengthen multi-generational client relationships

• Leveraging next-gen fintech to address the financial needs of younger generations, including managing excess income and short-term goals

Attendees will also receive a digital copy of MoneyGuide’s The Great Wealth Transfer eBook.

Don't miss this opportunity to gain insights into navigating the complexities of wealth transfer and engaging clients across generations!