Guiding Clients Without Heirs | Key Strategies for Advisors
Pending approval: 1 CE Credit: CFP & Investments and Wealth Institute
Sponsored by:
Selecting beneficiaries, setting up trusts, and ensuring an estate aligns with personal values and philanthropic goals can be a challenge for anybody, but especially for those without heirs. Singles or couples without heirs face unique financial and estate planning challenges; they must determine how to distribute their wealth, make decisions about long-term care, and establish who will advocate for them in case of incapacity. Planning for aging without children to provide support adds complexity to healthcare and power of attorney decisions. However, technology and new tools can assist wealth advisors in guiding those couples through these critical decisions.
Join this webcast to discover advanced solutions that streamline planning, enhance client engagement, and improve long-term financial outcomes. You’ll learn more about:
- How to ensure clients’ financial security and legacy planning needs are met with confidence
- Digital estate planning tools and AI-driven financial modeling
- Secure document management and virtual collaboration platforms
- How to leverage these technologies to create personalized strategies and optimize wealth transfers
Featured Speakers:
Scott Ferguson | Think Advisor Contributor | ALM
Scott Ferguson is the Director of Custom and Marketing Content for Think Advisor’s parent company, ALM. Before joining ALM in 2021, Ferguson held numerous editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He started his career as staff writer at both the Herald News and the Asbury Park Press.
Tim Welsh,CFP® | President | Nexus Strategy
Timothy D. Welsh is the President, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Nexus Strategy’s primary focus is working with leading organizations to best market their products, services and technology to the independent Registered Investment Advisor (RIA) industry.
Bryan Klein, CFP®, M.S. | Product Manager | SS&C Technologies
Bryan Klein is a Product Manager for SS&C Black Diamond Wealth Platform where he focuses most of his time enhancing its Financial Planning module. Bryan’s intimate knowledge of the wealth management industry comes from more than just his product management experience. Since 2001, he has served as an advisor across several prominent firms including Ameriprise, TD Ameritrade, and Fidelity Investments.
Jay Nelson, CFP® | Director of Financial Planning | Avior Wealth Management
Jay Nelson is the Director of Financial Planning for Avior Wealth Management, a firm offering wealth management as well as tax & accounting services. Jay manages Avior’s financial planning department and planning team for all of Avior’s offices, and works with his clients to build financial plans that achieve their
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