In this webinar that aired on Tuesday, July 18, 2023, at 1:00 PM ET, Advisors are headed towards the largest wealth transfer in history, so ensure your clients are properly prepared. In this interactive session, John Natale of Manulife Investment Management will touch on key topics including:
- How to build referral and retention strategies into your business
- How to consider tax and estate planning strategies, including for changes in family situations
- How to create significant value to your clients and their households through wealth transfer strategies to minimize estate administration fees including probate, taxes, delays and overall risk to a family’s wealth in transition.
With the use of case studies and real life situations you will take away a new appreciation for having these conversations with your clients and creating sound estate planning strategies that serve this generation and the next in your client households.
John Natale, Head of Tax, Retirement & Estate Planning Services, Wealth at Manulife Investment Management
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