The next generation of wealth transfer: A scalable action plan for passing on what matters most

Now On Demand • 1 CE Credit

The next generation of wealth transfer: A scalable action plan for passing on what matters most

No future lessons/sessions currently scheduled.

Most high-net-worth investors plan to transfer wealth. In this webcast, Nuveen will help advisors implement a repeatable, scalable framework for offering these – and all clients – highly personalized guidance with wealth transfer planning.

Key takeaways:

Articulate the value of wealth transfer planning to clients
Adopt a process for providing each client a personalized path
Identify and leverage opportunities to provide additional value throughout the process

Sponsors of this webcast may contact registrants. This webcast is intended for financial professionals only.

James Bergeron, J.D.

Managing Director, Advisor Education

Nuveen

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If you are having any issues during registration, please send an email to ce@riadatabase.com.