With the U.S. facing an aging demographic and a changing wealth landscape over the next decade, advisors must work with an entire family if they are to protect the legacy of their practice. Philanthropy is a great way to initiate meaningful dialogue between family members that can serve to deepen relationships with current and future generations of clients.
Join Tobias Donath, Fidelity Investments, Colby Bircher, Fidelity Charitable, and Brandon Heid, from eMoney Advisor to explore the charitable opportunities and estate planning strategies that address intergenerational wealth transfers. Attendees will learn actionable tips to facilitate conversations and engage families around planning.