- This event has passed.
Sun Life: Intergenerational Wealth Transfer
June 23 EDT @1:00 pm - 2:00 pm
Samara Charters, Director, Advice & Stewardship, Sun Life Consulting
1 CE Credit
Sun Life is pleased to invite you to the Intergenerational Wealth Planning presentation. Watch this short introduction video to learn more.
Getting in front of the next generation is critical to both the success of your business and clients’ legacies. As much as 66 per cent of children who inherit wealth leave their parents’ advisor. As the advisor to multiple generations, taking the lead and engaging families in legacy planning discussions can avoid a communication breakdown between family members and it could mean the difference between failed and successful wealth transfers. Learn more about the opportunity and process for you to initiate these important conversations with clients and their families.