March 15: Webinar: The Great Wealth Transfer: Powered by Jefferson National

Please register for Addressing the Great Wealth Transfer on Mar 15, 2017 12:00 PM EDT at:

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Addressing the Great Wealth Transfer

The greatest transfer of wealth in history is predicted to take place over the next 3-4 decades. Studies show that advisors need the right tools to adapt and retain assets as wealth is transferred from clients to their heirs. Traditional wealth transfer vehicles like trusts can be so heavily taxed that those hard-earned assets may accumulate slower, making it more difficult to build a lasting legacy. Please join us to learn how an IOVA can address the “Greater Wealth Transfer” to lower taxes for clients and retain next-gen assets for your practice.

Thank you to our Platinum Partner- Jefferson National for powering the webinar!

After registering, you will receive a confirmation email containing information about joining the webinar.

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