Pending approval: 1 CE Credit score: CFP & Investments and Wealth Institute
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Choosing beneficiaries, establishing trusts, and guaranteeing an property aligns with private values and philanthropic targets generally is a problem for anyone, however particularly for these with out heirs. Singles or {couples} with out heirs face distinctive monetary and property planning challenges; they have to decide learn how to distribute their wealth, make selections about long-term care, and set up who will advocate for them in case of incapacity. Planning for ageing with out youngsters to supply help provides complexity to healthcare and energy of legal professional selections. Nonetheless, expertise and new instruments can help wealth advisors in guiding these {couples} by means of these essential selections.
Be a part of this webcast to find superior options that streamline planning, improve shopper engagement, and enhance long-term monetary outcomes. You’ll be taught extra about:
> How to make sure shoppers’ monetary safety and legacy planning wants are met with confidence
> Digital property planning instruments and AI-driven monetary modeling
> Safe doc administration and digital collaboration platforms
> The right way to leverage these applied sciences to create personalised methods and optimize wealth transfers
Featured Audio system:
Scott Ferguson | Suppose Advisor Contributor | ALM
Scott Ferguson is the Director of Customized and Advertising Content material for Suppose Advisor’s mum or dad firm, ALM. Earlier than becoming a member of ALM in 2021, Ferguson held quite a few editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He began his profession as workers author at each the Herald Information and the Asbury Park Press.
Tim Welsh, CFP® | President | Nexus Technique
Timothy D. Welsh is the President, CEO and founding father of Nexus Technique, LLC, a number one consulting agency to the wealth administration trade. Nexus Technique’s main focus is working with main organizations to finest market their merchandise, providers and expertise to the unbiased Registered Funding Advisor (RIA) trade.
Bryan Klein, CFP®, M.S. | Product Supervisor | SS&C Black Diamond Wealth Platform
Bryan Klein is a Product Supervisor for SS&C Black Diamond Wealth Platform the place he focuses most of his time enhancing its Monetary Planning module. Bryan’s intimate data of the wealth administration trade comes from extra than simply his product administration expertise. Since 2001, he has served as an advisor throughout a number of outstanding corporations together with Ameriprise, TD Ameritrade, and Constancy Investments.
Jay Nelson, CFP® | Director of Monetary Planning | Avior Wealth Administration
Jay Nelson is the Director of Monetary Planning for Avior Wealth Administration, a agency providing wealth administration in addition to tax & accounting providers. Jay manages Avior’s monetary planning division and planning staff for all of Avior’s workplaces, and works together with his shoppers to construct monetary plans that obtain their targets.
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