A stunning $68 trillion is set to pass between generations in the next 25 years in the Great Wealth Transfer. Are you prepared?
Advisors face a challenge in keeping the unprecedented amount of wealth changing hands within their practices, given that most heirs fire their parents’ advisor after inheriting. Carillon Tower Advisers’ Wealth in Transition program, in partnership with Cannon Financial Institute, offers six action steps for advisors looking to preserve a legacy — for their businesses and their clients.
Join us for Wealth in Transition: Retaining Multigenerational Assets at 4 p.m. EST March 12, featuring Linda Eaton, CWS, Executive Vice President at Cannon Financial Institute. Eaton specializes in helping client-facing advisors improve relationship management aspects of their business.