As Baby Boomers age, a huge intergenerational transfer of wealth is beginning to take shape. Yet recent research suggests that many affluent clients will not choose to work with their parents’ financial professionals. Proactively working with both your clients and their beneficiaries to create thoughtful, effective, and tax-efficient wealth transfer plans is critical to protecting your practice. Join us as we explore your unique role in helping your clients leave a legacy that reflects their values and meets their most important goals.

Speaker:

Doug Ewing
Vice President, Insights & Solutions Field Team, Nationwide 

Premier Continuing Education (CE):

- 1 hour of CE credit for CIMA^®, CPWA^®, and RMA^® certifications

- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected