Wealth Transfer Presentation

Wealth transfer is inevitable, yet many advisors miss crucial opportunities to not only assist their clients but also to strengthen relationships and engage the next generation.

Nicola Lawrence will delve into the psychology of wealth transitions and strategies to effectively engage the next generation.

Tiffany House will cover the taxation of, and opportunities for, estate assets and business interests, followed by an in-depth look at extending an IRA stretch for the heirs.

By the end of this presentation, you will be better equipped to support your clients and seize opportunities to grow and enhance your business.

The Presentation will be followed by a Networking Happy Hour.