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Wealth Management for Clients 50 and Older - Webinar

  • ID: 4394961
  • Webinar
  • 90 Minutes
  • Lorman Business Center, Inc.
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Learn appropriate wealth management strategies specific to your aging clientele.

A large percentage of retail investors still view wealth management financial advisors as merely asset managers consultants whose sole objective is to pick winners and generate investment returns for their clients. This topic will help advisors learn four ways they can prepare their practice for aging clients 1. How coaching can affect senior advisors to millennial advisors. 2. Estate, succession planning 30 trillion transfer of wealth 3. The importance of financial roundtables 4. Assistance with charitable giving as aging investors need more than just a money manager.

Learning Objectives
  • You will be able to define wealth management.
  • You will be able to describe senior advisors conducting quarterly group coaching meetings.
  • You will be able to discuss the future of RoboAdvisors.
  • You will be able to explain the top four ways financial advisors add value for aging clients.
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The Process of Having a Wealth Management Plan for the Short Term and Long Term
  • Senior Advisors Conduct Quarterly Group Coaching Meetings, Two Coaching Programs to Be Offered
  • The First Helps Participants Take the Steps Necessary to Complete the Financial Process (e.g., Education, Data Collection, Introduction to the Firm) and Create a Financial Plan
  • The Second Coaching Program Builds on the First One, Enabling Participants to Review Their Financial Plans and Strategies
3 Ways to Avoid Outliving Your Retirement Savings
  • How to Do a Retirement Budget
  • Advisors Prepare Young Clients for $30 Trillion Transfer of Wealth
  • The Advantage of Having a Practice With 'Family Financial Roundtables,' Where Multiple Generations Can Discuss Their Feelings and Preferred Strategies for Wealth
Do Your Investment Strategies Sync With Your Wealth Management Advisor? - How to Streamline
  • Asset Allocation and Diversification Is Applicable and What Makes It Work
  • Mutual Funds, Stocks and Exchange Traded Funds (ETFs), Bonds, Education Savings Using 529 Plans
  • Insurance Products, Real Estate, Alternative Investments Outside of the Stock Market, IRAs and Retirement Plans
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Craig Taggart RMV Advisors
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This webinar is designed for investment brokers, financial planners, stock brokers, estate planners, attorneys, presidents, vice presidents and other financial executives.
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Order Online - visit: https://www.researchandmarkets.com/reports/4394961