Wednesday, Mar 10

Advisor IQ Replay: Managing Legacy Wealth – The Ethical Will

As an advisor who works with multiple generations of your clients’ families, you are in the position to help your clients start a tradition that guarantees future generations of their family will know them, the life decisions they made, and the values that guided their lives. That tradition is called an Ethical Will.

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“Legacy is not leaving something for people. It’s leaving something in people.” – Peter Strople

As an advisor who works with multiple generations of your clients’ families, you are in the position to help your clients start a tradition that guarantees future generations of their family will know them, the life decisions they made, and the values that guided their lives. That tradition is called an Ethical Will.

We'll be discussing:

  • How an Ethical Will can impact your client's and their family's lives
  • How to build multi-generational relationships
  • The value of your client's legacy to their family

Our guest speaker for this continuing education session is Jan Holman, from Thornburg Investment Management.

How to check your current Continuing Education (CE) status:

  • CFP
    • Log into your CFP Board account.
    • Select My CFP® Certification in the left-side navigation.
    • Select View/Report CE under the heading Continuing Education (CE) Summary.

Helios Quantitative Research acts as a white-labeled CIO for Financial Advisors across the world. We transform Financial Advisors into full asset managers by helping them create, implement, monitor, communicate, quantitative investment strategies. We currently influence 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 estate planning technology and asset management capabilities. Helios was founded in 2016 in Granite Bay, California.

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