Coffee Talks: Intergenerational Wealth Transfer – Opportunities and Threats

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On Sale 29 Jun 2021 at 10:30 AM
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Coffee Talks is a webinar series by Advocis featuring 30-minute talks on subjects of interest for advisors. Exclusive to Advocis members.

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Registration will open on Tuesday, June 29, 2021

2021 Series - Episode thirteen: Intergenerational Wealth Transfer – Opportunities and Threats

Client wealth is constantly in motion, and as mortality redistributes it from one generation to the next, advisors must always be mindful that it can move towards or away from them as well.

In this edition of Coffee Talks, Peter A. Wouters, Director, Tax Retirement & Estate Planning Services at Empire Life will offer insights into the most important factors and developments that impact where intergenerational wealth goes, who the decision makers are, and how advisors can retain and grow their business as these events unfold.

As always, Coffee Talks is exclusive to Advocis members only. Register today to reserve your spot.

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