The Why Behind Estate Planning (CFP CE Credit)
Upcoming Webinar
Date & Time: Nov. 21 | 11 am PT | 2 pm ET
As $124 trillion transfers from Baby Boomers to younger generations by 2048, advisors face a defining opportunity and risk. The “great wealth transfer” will reshape the industry, but only advisors who engage families through estate planning will retain assets and build multigenerational trust. In this session, advisors will learn why estate planning has become a core growth driver, how to position it as a differentiator, and how top advisors are embedding planning into client workflows. Participants will leave with a repeatable, scalable process for introducing, delivering, and maintaining estate planning as part of their value proposition.
Upon completion of this program, you’ll be able to:
- Articulate the business case for estate planning as a tool for retention, relationship deepening, and intergenerational engagement.
- Describe the advisor’s role in coordinating estate planning across legal, tax, and family dynamics.
- Identify repeatable workflows that integrate estate planning into annual reviews and client service calendars.
- Outline actionable next steps to begin offering or improving estate planning guidance within their firm.
Save your seat today!
Trusted Estate Planning Solution for the Industry’s Leading Firms
