Capitalize on a $30 Trillion Wealth Transfer Over the Next 30 Years

Tuesday, May 19 4:15 p.m. – 5:15 p.m. (ET) Webcast is 60 minutes 30 in 30: Capitalize on a $30 Trillion Wealth Transfer Over the Next 30 Years Money is in motion. Pershing’s Investor of the Future research estimates that over the course of the next 30 years, $30 trillion will change hands. Clients are looking for leadership when it comes to defining and executing on their objectives for the next generation. If advisors are having the wealth transfer conversations with their clients right now, research suggests they are enhancing opportunities to retain these future investors by implementing a family relationship business model. This presentation examines the opportunities associated with wealth transfer and providing multi-generational engagement strategies to help advisors make legacy and generation planning a cornerstone of their businesses. *Recommended audience: Advisors, Bank/Broker-Dealers/Home Office, Hedge Fund/40 Accts, RIAs and Trading Professionals

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