Join us for a one-hour, CE-eligible webinar built for financial advisors who want to win and retain the next generation. You'll gain practical, proven strategies to strengthen multigenerational relationships, prevent asset flights, and position your practice for long-term growth.
In this session, you'll learn how to:
- Understand the forces driving the Great Wealth Transfer
- Identify why heirs often leave—and implement strategies to keep them
- Navigate advanced planning opportunities, including trusts, liquidity planning, and business succession
- Lead effective family meetings that build trust across generations
- Address estate and gift tax uncertainties with confidence
Featuring real-world insight from a practicing advisor who has successfully guided families through these transitions, this webinar delivers actionable strategies you can use right away.
If you serve high-net-worth families, business owners, or retirees planning their legacy, this session will help protect assets, deepen client loyalty, and secure your role in the decades ahead.
Disclaimer: Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.
Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership. Cetera named entities are not affiliated with any other named entity.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. For use with financial professionals only.
