Preparing the family for the transfer of wealth.

File Type: MP4 video

Duration: 15:33 minutes

Filesize: 22.6MB

When a client is in active retirement planning for future lifestages becomes a key component of the financial advisory service. This webinar covers the reasons behind offering an intergenerational service, including how to get started and the changes that need to be made to existing practice processes and the need for collaboration with other professionals.