Investments & Wealth Masters Forum - Scottsdale AZ

Planning for Intergenerational Wealth Transfer

Advanced wealth management practitioners must stay abreast of a wide array of strategies designed to serve the needs of high-net-worth clients and those who are set to benefit from the great wealth transfer over the next several decades.

The Investments & Wealth Masters Forum–Scottsdale takes a structured yet flexible approach in covering content related to planning for the intergenerational transfer of wealth.

This exclusive event will focus on the curated needs of HNW and UHNW clients and is available to those advanced advisors who serve clients with assets of $5M or more.