The State of Estate Planning 2024: Key Findings from Advisors Across the Industry

Join us for an exclusive, eye-opening webinar, The State of Estate Planning 2024: Key Findings from Advisors Across the Industry. On November 20th at 10am PT / 1pm ET, we’ll reveal groundbreaking insights from our new advisor survey, showing the real state of estate planning today.

For example, 25% of financial advisors don’t have their own estate plan, even though they recommend them to clients. And 66% of advisors have strengthened client relationships simply by offering estate planning services. We’ll explore the reasons behind these trends and show you how to use them to your advantage.

This is more than just a webinar—it's your chance to understand the future of estate planning and learn how to stay ahead of the competition. With multi-generational planning on the rise and the anticipated Great Wealth Transfer in motion, these findings will help you position your business for long-term success.

Don't miss this unique opportunity to hear directly from your peers. Reserve your spot today—spaces are limited, and this is your chance to gain valuable insights that could help shape your estate planning strategies.