The State of Estate Planning 2023
Speakers
Gene Farrell
CEO, Vanilla
Dana Foley
Founder & Partner, Accelerant Law
David Work
Managing Director – Estate and Financial Planning Group, Hightower Advisors
Speakers
Gene Farrell
CEO, Vanilla
Dana Foley
Founder & Partner, Accelerant Law
David Work
Managing Director – Estate and Financial Planning Group, Hightower Advisors
Sep 06, 2023
1 hour
Join three leaders in finance, technology and law as they uncover insights from a new research report on where finance and estate planning stand today – and where they are going in the future. They’ll explore how advisors can future-proof their business by embracing estate advisory. This webinar will unpack the research data, including client opinions, values, and biases related to a range of estate planning topics.
Attendees will hear panelists share their expert perspectives on:
- Why estate advice requires intimate, difficult conversations and presents unique opportunities to deliver differentiated advice.
- How advisors can use estate planning to foster trust by helping clients develop and understand strategies to protect their family’s long-term financial wellbeing and legacy.
- Why advisors must improve their connection to the next generation of potential clients as historic amounts of wealth begin to change hands.
Read more about the key takeaways from The 2023 State of Estate Planning Report here.