Is Your Practice Prepared for the Largest Wealth Transfer in History?

Are you ready to navigate the largest wealth transfer in history? With trillions set to change hands over the next two decades, the question isn't if this will impact your clients—it's whether you'll be prepared to guide them through it successfully.

Join Colin Yackel, CFP®, Director of Training, Envestnet MoneyGuide, for this complimentary webinar, where you'll discover:

• Dual-Generation Strategies: Learn how to effectively communicate with both Baby Boomers preparing to transfer wealth and Millennials/Gen Z ready to inherit it
• Legacy Planning Techniques: Explore proven methods to help older clients preserve and transfer their wealth while minimizing tax implications
• Next-Gen Engagement Tools: Discover modern digital solutions and communication approaches that resonate with younger investors
• Technology Integration: See how industry-leading financial planning software can streamline your wealth transfer conversations
• Real-World Case Studies: Walk through actual scenarios showing successful wealth transfer strategies in action
• Actionable Implementation Tips: Leave with specific tools and techniques you can use immediately with your clients

Register now for FREE and position yourself at the forefront of the Great Wealth Transfer. Your clients' financial futures depend on the strategies you implement today.

This event is eligible for 1 CFP® CE credit.