The largest generational wealth transfer in history is reshaping client expectations and redefining the advisor’s role. Today’s clients increasingly expect estate and tax planning to be part of a holistic wealth management experience.
In this session, we’ll explore how forward-thinking advisors are integrating estate and tax planning into their practices to strengthen client relationships, engage the next generation, and differentiate their value. You will learn practical strategies for modernizing the planning experience while improving efficiency and delivering more comprehensive advice.
Watch the replay today.
