July 18 2018 - FPA Webinar - The Art of Multigenerational Relationships
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 Export to Your Calendar 7/18/2018
When: Wednesday, July 18, 2018
2 to 3:00 pm ET
Where: United States

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FPA Webinar: The Art of Multigenerational Relationships: How to Connect to the Next Generation

 

PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION

Learn about the importance of taking a full family approach to financial planning by creating multi-generational relationships within a client’s family. This webinar will educate you about the importance of financial advisers to take a full-family approach, creating multigenerational relationships within each client’s family. We’ll discuss industry research, statistics and trends, while sharing actionable steps to help you start building deeper, and more meaningful relationships with your clients and their families.

Level of Complexity:
Overview - General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject.

Course Objectives

  • Risks to your business created by the transfer of wealth.
  • A full understanding of the benefits to creating and nurturing multigenerational relationships.
  • Actionable tips and solutions to start building deeper and more meaningful client relationships.

 

Event Information

Start Time: July 18, 2018 - 2:00 PM Eastern

Estimated Length: 1 hour

FPA Member Price: Free
Non-Member Price: $49.00

 

Click here for more information and to register. 

 

 

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