Professional Development Programs For Advisors

JOIN US MARCH 11-13, 2012

 

THE GREAT WEALTH TRANSFER:

Attracting & Retaining MultiGenerational Families of Wealth

PEPPERDINE UNIVERSITY, MALIBU, CA

View program invitation and enrollment form

 

This one-of-a-kind program goes beyond simply creating awareness of wealth transfer challenges in families. Advisors learn a proven process for guiding families through wealth transition, what's behind most family failures post-transition, how to effectively use conversation-starting tools, how to assess a family's readiness for wealth transfer, what actions families can take today, and much more.

Participants learn about the risks facing successful wealth transfers, and how to translate this knowledge into meaningful conversations with wealth holders and their family members...before, during and after wealth transfer. They will also receive access to, and instruction on, proprietary tools available nowhere else.

Participants Will Leave This Program With:

  • A deep understanding of how to engage in these conversations
  • A solid foundation of supportive knowledge from which to draw
  • A unique perspective that will differentiate their practice
  • A set of skills, tools and resources to offer individuals and families

You Should Attend If You Are A:

  • Financial advisor, wealth management 
  • Estate planning attorney
  • CPA
  • Family office executive
  • Insurance executive
  • Family business consultant

Or other professional advisor serving affluent families and individuals.

The Great Wealth Transfer Has Begun

Over the next 40 years, $41 to $136 trillion in wealth will transfer from one generation to the next. That's a staggering more than $1 trillion each year! At the same time, 90% of inheritors change advisors upon receiving their inheritance. And, the chances of the heirs retaining control of the assets and family harmony are only 30%. This Professional Development Program addresses the key factors in successful wealth transfer, the role of family dynamics, and the role of the advisor before, during and after the estate transition.

Advisor Self-Check

How well prepared are you to participate in the great wealth transfer. Take a few minutes to find out. (If you answered "no" to three or more statements, you should consider attending this Professional Development Program.)

Training Focus

The program focuses on developing a deep understanding of how family dynamics play a critical role in the single biggest risk an affluent family will ever face...transferring wealth to inheritors.

The 3 "A's" To Successful Wealth Transfer Planning

Awareness

Assessment

Action


Step 1 - Awareness

The first step is knowing what needs to change and how. Studies show that internal family dynamics underlie the great majority of estate failures, not professional advice. This session includes presentation materials and discussions on what advisors can do to initiate this important conversation with affluent individuals and families

Step 2 - Assessment

Advisors learn how to start conversations with families about whether they are at risk and why. Learn about the Institute's proprietary tools (10-questions Family Wealth Transition Checklist and 24-question Family Self-Assessment) that measure key areas impacting successful wealth transfers to the next generation.

Step 3 - Action

Participants learn how to sugget various tools, actions and further resources available to families based on the results of their assessments. Participants will review actions a family can take on their own, and actions a family can take with their advisor. For families who want more, participants learn about additional resources available.

 

Program Faculty & Visiting Faculty

We are proud to present a faculty of internationally recognized authors and family coaches, and distinguished researchers and educators. View our faculty.

 

Benefits Of Attending:

  • Differentiate your practice from your peers
  • Deepen relationships with your entire client families before the estate transition: grandparents, parents, children, grandchildren, spouses
  • Cultivate new relationships with affluent families planning to transition wealth
  • Expand your network of professional advisors who work with successful families: financial advisors, estate attorneys, CPA's, trust officers, investment bankers, insurance specialists, appraisers and family coaches

 

Two-Day Program Includes One-Year Institute Membership:

  • Exclusive Institute for Preparing Heirs Marketing Toolkit
  • Easy online access to the Institute's family wealth conversation starters, proprietary family wealth assessment tools and automated reporting, library of articles on wealth transition planning, sample marketing letters, and more
  • Priority access to the Institute's speakers on family dynamics and wealth transfer
  • Access to ordering the Institute's marketing materials
  • Discount pricing on the Institute's books
  • Quarterly Family Wealth Newsletter for clients, prospective clients and centers of influence
  • Discount pricing for the Institute's hallmark two-day Professional Development Program: The Great Wealth Transfer: Attracting & Retaining MultiGenerational Families of Wealth

Also included in the program:

 

  • Our exclusive 150-page training manual and marketing toolkit materials
  • Pre-work materials, including Preparing Heirs book by Roy Williams & Vic Preisser and The Thin Book of Trust by Charles Feltman
  • One-year membership to the Institute for Preparing Heirs
  • Full breakfast, lunch and dinner buffets with snacks and coffee

 

Cost

Program cost is $3,000. Ask about our early enrollment discount! Lodging (not included in the cost of the program) is available at The Graziadio Executive Center at Pepperdine University, Malibu, California. 

 

"This program is an amazing opportunity to differentiate my practice from others who market to the same affluent clientele."

                                            - Senior Vice President, Financial Advisor

Contact Us. Or Call To Learn More. 626.389.8664