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Hosted by FPA of Tampa Bay

Retaining Heirs Workshop - Connecting with the Next Generation



As an advisor, you face a rapidly changing client landscape as wealth continues to shift from one generation to the next. Whatever you think of the younger generations—they’re lazy, entitled, glued to their phones—the fact remains that $24 trillion in wealth will transfer to them by 2030. They’ll need help. Introducing yourself to your clients’ heirs early and genuinely is the key to retaining that business.

In this session we'll share insights that will help you better understand Gen Xers and millennials, including how they view investing and investment advice. We'll discuss some practical strategies that will help you engage Gen Xers and millennials, and better position you to attract your clients' children who will be your next generation of clients.

Continuing Education
The continuing education sponsor for this session is Vanguard.

Agenda
4:00 pm - Registration & Community Building (Cash Bar)
4:30 pm - Program Begins
5:30 pm - Program Concludes

Thursday, January 11, 2018
4:00 PM - 5:30 PM

Location
The Centre Club
8th Floor
123 S Westshore Blvd
Tampa   FL   33609
 
Website for Location
Map for Location





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FPA Members - $35 $35.00
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Non Members: $45 $45.00
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Agenda

 

Jan 11 2018 4:30PM


Retaining Heirs - Connecting with the Next Generation


This presentation was developed to enhance advisor knowledge of the impending wealth transfer with a focus on understanding the changing client landscape, estate planning and the importance of starting heir relationships early and the unique characteristics of the inheriting generations providing key actionable steps.

This was developed to enhance advisor knowledge of the impending wealth transfer with a focus on understanding the changing client landscape, estate planning and the importance of starting heir relationships early, and the unique characteristics of the inheriting generations providing key actionable steps to help prepare their practice for success. How can advisors keep assets that transfer to clients' heirs and effectively engage younger investors? Use the presentation and materials to: Understand the coming shift in client demographics.

Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®PACERFC
Jan 11, 2018 Retaining Heirs - Connecting with the Next Generation 4:30 P 1.00 1.00 1.00


Registration Fee
Member
$35.00
 
Non-Member
$45.00

Event ID  348