Legacy Planning with $ensibleU

Over the next 30 to 40 years, approximately $59 trillion will transfer from one generation to the next, according to research by the Boston College Center on Wealth and Philanthropy. This figure indicates there has never been a more important time for financial advisors to engage the next generation.

As financial professionals continue to grow their businesses, finding new and meaningful ways to engage with clients and their families is what will set them apart from other advisors, help them retain business during transfers, and grow their share of the assets with families with whom they are already working with.

Learn more about how $ensibleU can help you engage the next generation of clients during this upcoming webinar on Thursday, December 8 at 2 p.m. EST.

To watch recordings of past webinars or to download webinar presentation slides and other accompanying materials, visit the Webinars page in the Education section.