[CE Credit] Changing Faces of Wealth
Innovating and Diversifying Your Business, Products and Services
Approved for 1.0 CFP CE Credit
The “Great Wealth Transfer” is underway, with $68 trillion set to pass from older generations to their heirs. Those inheriting constitute a generation much more diverse than the previous, and their principles and priorities tend to differ from the givers.
The Changing Faces of Wealth: Dimensions & Insights™ program was created to help financial professionals continue to develop meaningful connections and initiate important conversations with the evolving dimensions of investors.
In the introductory presentation, we start with six diverse segments of the changing client population: Women Over 50, Latino and Hispanic, Asian American & Pacific Islanders, Black & African Americans, LGBTQ+ and Millennials.
Compelling research is shared on each of these dimensions to help open a dialog with current and prospective investors and to plan for the future.
Learning Objectives
- Recognize catalysts driving innovation and change
- Recognize emerging segments for wealth management
- Implement strategies to develop dimensions in your practice
FOR FINANCIAL PROFESSIONALS ONLY
Financial Records Organization Checklist
We’ve created this checklist as a guide to help you organize important financial documents to be better prepared to manage affairs after a catastrophe, serious illness, disability or death.
Budgeting Checklist
Use this worksheet as a preliminary tool to organize and understand your monthly expenses against your income. It is important to consider other aspects, including retirement savings.
Special episode: Managing Stress for Success (UBS Conversations podcast)
Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, was a featured guest on the UBS Conversations podcast. She spoke with host Dan Cassidy about how stress can affect both our minds and our bodies.