Wealth Management Masterclass, Part 2 of 3: Key Steps & Latest Trends in Legacy Planning

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ON-DEMAND

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Cost: Complimentary

Editorial Webcast Sponsored by:

Dive into the opportunities and challenges in legacy planning today in this Masterclass. Expert panelists will review what's new with popular tools and strategies, as well as review targeted approaches. While the process of estate planning includes tools like wills and trusts, it also relies on powerful strategies to help clients reduce their taxes while ensuring they're able to pass along the maximum amount of wealth to the next generation and support their desired charitable causes. Discover how to deliver both better financial advice and added peace of mind for clients seeking help with sophisticated legacy planning and its many elements.

Join this complimentary webcast to raise your understanding of the complex challenges involved with estate and legacy planning. You'll learn:

  • To maximize intergenerational wealth transfers while minimizing risk

  • The best ways advisors can take advantage of what's ahead over the next 12-18 months

  • How to communicate with clients and their family members about the rapidly changing landscape in legacy planning

  • The psychological and behavioral side of legacy planning

  • And more!

 

Featured Speakers:

John Manganaro | Senior Reporter | ThinkAdvisor

John Manganaro focuses his coverage on all things retirement, with a special emphasis on the perspective of financial planning professionals and wealth managers. John's work helps to illuminate the important role of financial advisor professionals and to demonstrate the critical importance of the U.S. retirement savings system. His coverage of the retirement industry has earned multiple Jesse H. Neal Awards finalist designations.
Steve Lockshin | Founder | AdvicePeriod  | Vanilla

Steve Lockshin is an experienced financial advisor and the founder of AdvicePeriod and Vanilla. Under Steve's leadership, both firms focus on disrupting the traditional approaches to wealth management and legacy planning, with the goal of improving client outcomes and boosting advisor efficiency. Steve has long been an entrepreneur and thought leader in the wealth management services industry.
Erin Nunes | Partner | Surprenant & Beneski, P.C. 

Erin Nunes is a partner at Surprenant & Beneski P.C. whose practice focuses on estate planning and elder law. Since joining the practice in 2005, Erin has been an integral part of the firm's evolution, contributing her skills in every organizational role, from case manager to her current position as a leading attorney. Her journey through the ranks before becoming an attorney has endowed her with a unique perspective on client care and firm operations. She leads the onboarding and development of junior attorneys and members of the legal support team.
Dr. Ross Riskin, DBA, CPA/PFS™, CCFC, MS Tax | Chief Learning Officer | Investments & Wealth Institute 

In this role, Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax is responsible for developing and executing the learning strategy for the institute. This includes overseeing the delivery of educational programming through the institute's three certification programs, all online education offerings, and is heavily involved in program development for all institute delivered conferences. In addition, he is involved in forming strategic partnerships with educational content providers to ensure IWI is the go-to-resource for practical industry knowledge that is delivered using the most innovative methods and universal design best practices.

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