Pending approval: 1 CE Credit score: CFP & Investments and Wealth Institute
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Choosing beneficiaries, organising trusts, and guaranteeing an property aligns with private values and philanthropic targets could be 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 need to decide how you can distribute their wealth, make selections about long-term care, and set up who will advocate for them in case of incapacity. Planning for getting older with out kids to supply help provides complexity to healthcare and energy of lawyer selections. Nonetheless, expertise and new instruments can help wealth advisors in guiding these {couples} by means of these important selections.
Be a part of this webcast to find superior options that streamline planning, improve consumer 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 way to leverage these applied sciences to create personalised methods and optimize wealth transfers
Featured Audio system:
Scott Ferguson | Assume Advisor Contributor | ALM
Scott Ferguson is the Director of Customized and Advertising Content material for Assume Advisor’s dad or mum 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 employees 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 business. Nexus Technique’s major focus is working with main organizations to finest market their merchandise, providers and expertise to the impartial Registered Funding Advisor (RIA) business.
Bryan Klein, CFP®, M.S. | Product Supervisor | SS&C Applied sciences
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 business comes from extra than simply his product administration expertise. Since 2001, he has served as an advisor throughout a number of distinguished 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 places of work, and works together with his shoppers to construct monetary plans that obtain their targets.
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