As the year draws to a close, your high net worth clients are looking to you for thoughtful, proactive guidance on strategies that can make a real difference — both today and in retirement. With meaningful opportunities to optimize taxes, strengthen retirement income, and protect wealth across generations, year-end is an opportune moment to deliver the kind of holistic guidance your clients expect.

Key Takeaways:

• Identify the most relevant and effective tax optimization strategies to help wealthy investors improve after-tax outcomes over a multiyear timeframe
• Gain actionable insights on retirement income considerations unique to high net worth investors and strategies to help pursue their financial security throughout retirement
• Discover key wealth management considerations that matter most to affluent clients, including how thoughtful asset allocation, risk management, and investment selection can support their long-term financial goals

Join our panel of experts in tax optimization, retirement income strategy, and portfolio management for a practical, high-value conversation built around clients’ complex and evolving needs.

For business owners, transitioning out of their business is one of life’s most consequential financial events – and a significant opportunity for advisors to deliver lasting value. By 2033, 4.5 million privately held businesses representing $14 trillion are expected to change hands – making this one a significant wealth opportunity advisors can capture.¹

Explore how you can engage business owners before and after a sale to strengthen relationships and drive meaningful referrals.

Key Takeaways:

• Engage business owners with proven conversation-starters and practical transition planning tools
• Offer holistic guidance that addresses the financial, practical, and emotional complexities of a business transition
• Build a scalable approach to offering transition planning that fuels client acquisition and practice growth

Join us to discover how advisors who provide transition expertise are positioning themselves as indispensable partners for business owners.

1 Source: Exit Planning Institute, 2025.

The data is clear: wealthier households own more property, particularly investment real estate, which means the investors most likely to benefit from a 1031 exchange may already be in your book¹. 

Whether it’s the retiring business owner who no longer needs the commercial property tied to their enterprise, the landlord who is exhausted by the demands of day-to-day property management, or the legacy-minded client who wants to pass the value of appreciated real estate to their children without triggering an immediate tax bill, these conversations are likely already happening in your practice. 

In this session, we will walk through client scenarios to help you recognize those investors in your existing relationships and give you the language and framework to start the conversation with confidence. 

Key Takeaways:

• The core mechanics of a 1031 exchange and why understanding the timeline and structure is essential to guiding clients effectively 
• The client signals hiding in plain sight, property management fatigue, capital gains anxiety, estate planning goals, that point toward a 1031 exchange as a natural fit 
• A practical framework for identifying property-owning investors already in your book and the key discovery questions that open the door to a meaningful planning conversation 

1: Source: Cerulli, U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2024