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Advisor IQ Replay - Family Planning: Preparing the Next Generation

June 10th, 2020 by Nyle Bayer


Slide Deck Download

Family Meeting Brochure Download

 

"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.

Posted in the category Advisor IQ Replays.