Wednesday, Jun 10

Advisor IQ Replay – Family Planning: Preparing the Next Generation

When it comes to the future, technology will play a central role in the way retirees interact with the world. What is the most important information Financial Advisors should share with them as they plan for retirement? Join us to find out in this replay of the Advisor IQ series.

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“The perfect amount to leave your kids is enough money so that they would feel they could do anything, but not so much that they could do nothing.” – Warren Buffet.

In this Advisor IQ, we will cover the biggest challenges that wealthy families face, an introduction to family wealth education, the seven actions of successful families, and the next steps you can take to families to be their best.

Our guest speaker for this Continuing Education session is Tim Steffans, the Advisor Education Senior Consultant of U.S. Global Wealth Management from PIMCO.

Helios Quantitative Research acts as a white-labeled CIO for Financial Advisors across the world. We create, implement, monitor, communicate, and train over 100 advisory firms that collectively manage over $30 billion in assets under management. Learn how we are working through the current crisis.

Nyle Bayer

Nyle Bayer

Nyle Bayer is the Chief Marketing Officer at Helios, where he helps Financial Advisors tell their story to the clients they serve. Prior to Helios, Nyle was the President of Up Capital Management, a Registered Investment Advisor. Nyle lives in the Sacramento, CA area with his wife and three children.

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Replay: Helios + Riskalyze Webinar: Advisor Estate Planning for the Risk-First Decade

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Join us for a conversation with Matt Morris, VP Sales at Helios, Aaron Klein, CEO of Riskalyze, and David Littlejohn, advisor and Riskalyze / Helios power user, who will discuss and explore how financial advisors can use fintech estate planning solutions to deepen client relationships, provide value-added advisory services to clients and households and unlock new revenue streams. 

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