Course Details

Wealth Management For Clients 50 And Older

Webinar: ID# 1026307
Recorded CD
About This Course:
A large percentage of retail investors still view wealth management/financial advisors as merely asset managers-consultants whose sole objective is to pick winners and generate investment returns for their clients.

This webinar will help advisors learn four ways they can prepare their practice for aging clients:
  • How coaching can affect senior advisors to millennial advisors
  • Estate, succession planning $30 trillion transfer of wealth
  • The importance of financial roundtables
  • Assistance with charitable giving as aging investors need more than just a money manager

The Process of Having a Wealth Management Plan for the Short Term and Long Term
  • Senior Advisors Conduct Quarterly Group Coaching Meetings, Two Coaching Programs to Be Offered
  • The First Helps Participants Take the Steps Necessary to Complete the Financial Process (e.g., Education, Data Collection, Introduction to the Firm) and Create a Financial Plan
  • The Second Coaching Program Builds on the First One, Enabling Participants to Review Their Financial Plans and Strategies
3 Ways to Avoid Outliving Your Retirement Savings
  • How to Do a Retirement Budget
  • Advisors Prepare Young Clients for $30 Trillion Transfer of Wealth
  • The Advantage of Having a Practice With 'Family Financial Roundtables,' Where Multiple Generations Can Discuss Their Feelings and Preferred Strategies for Wealth
Do Your Investment Strategies Sync With Your Wealth Management Advisor? - How to Streamline
  • Asset Allocation and Diversification Is Applicable and What Makes It Work
  • Mutual Funds, Stocks and Exchange Traded Funds (ETFs), Bonds, Education Savings Using 529 Plans
  • Insurance Products, Real Estate, Alternative Investments Outside of the Stock Market, IRAs and Retirement Plans
About The Presenter

Craig Taggart
  • Partner in the office of RMV Advisors
  • Currently working with institutional investors, family offices and their investment criteria for large commercial real estate development opportunities around the country with the following asset classes: hospitality, office, industrial, retail, multi-family, land, healthcare and nonperforming notes
  • Practice emphasizes all aspects of Wealth Management, Capital Markets, Real Estate Banking
  • Conducts regular seminars and workshops on numerous governance, risk, compliance, finance, wealth management, banking and fraud topics
  • Written several publications related to the areas of governance, risk, compliance, finance, wealth management, banking and fraud
  • Certified Merger & Acquisition Advisor, Accredited Valuation Analyst as well as an active member of Alliance of Mergers and Acquisition, and The National Association of Certified Valuators and Analysts (NACVA)
  • M.B.A. degree, San Diego State University; B.A. degree, Cal State Northridge
Wealth Management For Clients 50 And Older
Available on CD format
Course Details
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