Live webinar: intergenerational wealth transfer, an opportunity or threat?

by | Feb 22, 2021

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IFA Magazine readers are invited to join Gillian Hepburn, intermediary solutions director at Schroders, alongside Faith Liversedge, marketing and communications consultant for advisers, for a live educational webinar with Adviser Home, which looks at the important issue of intergenerational financial planning.

The webinar takes place at 10.00am on Thursday 25th February 2021. The format is designed to be practical with a 45 minute presentation followed by a Q&A session.

You can register your webinar place HERE 

This webinar will look at the problems advisers face and discuss practical solutions firms can implement to best position themselves.

  • Am I at risk? How to audit your business
  • Best practice from leading firm
  • Practical steps firms can take to position themselves to benefit from the coming intergenerational wealth transfer

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