Legacy Planning: The Future of Wealth Management & Estate Planning
TOPIC: Legacy Planning: The Future of Wealth Management & Estate Planning
SPEAKER: Daniel Scott, Esq., Scott Law PLLC.
The focus of the wealth management and estate planning industries has been largely focused on the creation of generational wealth. The expression “shirt sleeves to shirt sleeves in three generations” is commonly used to describe the problem that wealth is traditionally made and lost in three generations. Despite individuals and families having wealth management advisors, estate planning attorneys, wills, trusts and other estate planning documents, as well as family offices, family limited partnerships and other sophisticated legal structures and vehicles, there is still a 70% chance that the wealth will be lost by the second generation and a 90% change it will be gone by the third. In other words, the wealth management and estate planning industries are statistically failing at accomplishing the goal of generational wealth. Learn how legacy planning and a more purpose-driven approach will not only solve the problem of generational wealth, it will increase your client’s overall happiness and sense of personal fulfillment.
After you register you will be sent two (2) Zoom invitations:
- 4:30 – 5:30 Webinar
- 5:30 – 6:00 – Network with a small group of your colleagues! Feel free to bring cocktail / mocktail of your choice. Be prepared to share with your colleagues "An unexpected way I helped a client during the pandemic" so we can all learn from your best practices. Also a great place to discuss the seminar.
This program has been submitted for approval by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1 hour of total CLE credit. Of these, 0 qualify as hours of credit for ethics/professionalism, and 0 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law, municipal court law, and/or matrimonial law.
CFP and CPA continuing education credit will be offered for this presentation pending approval.
Gary Walker
First Vice President
Program Chairperson
No charge for Members
Guest Fee **$50.00
** $50 fee will be applied to $295 Membership Dues for guests who join EPCNNJ after this presentation.
Please respond by Tuesday, September 22, 2020
Web www.epcnnj.org
Email epcnnj .laura@gmail.com
