Sam Alves

1 CE credit

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Presenter: Sam Alves

Clients’ needs change throughout their lives, and so do their attitudes and preferences. Although advisors tend to gravitate towards their own generation, awareness of the dynamics within and between generations has never been more important. Based on a multitude of evidence there’s an increasing need for intergenerational planning and conversations.  This session will demonstrate on how to build an enduring practice by engaging the whole family and not just the primary wealth creator.