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.

Team Helios

Team Helios

Helios partners with Financial Advisors to help them grow their business, save time, and add scale to their services through enhanced asset management capabilities. Helios was founded in 2016 in Granite Bay, California.

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