“Securing the Future – Wealth Transfer and Retention Strategies for the Next Generation”
Guest Speaker – Nathan Lew
11:15AM – 1:00PM
This presentation will also offer 1-hour C.E.
It is a sad fact of life that clients pass away. This is often the time when families and beneficiaries may consider a new financial advisor. Securing the Future emphasizes the importance of intra-generational financial considerations and wealth transfer strategies. The focus is on understanding how different generations perceive money and wealth and how advisors can successfully engage with all generations. This course is designed to help advisors create some peace of mind for their clients and their families while at the same time growing their business.
Nathan Lew has over 18 years of expertise in the insurance and financial services industry.
As a director, he provides leadership in the areas of retirement income planning, tax planning, and estate planning. He is a frequent speaker and educates advisors on complex financial planning strategies designed to improve their clients’ situations. He also consults with financial advisors, tax professionals, attorneys and wholesalers to facilitate sales with advanced markets situations.
In his role, he is also responsible for developing timely and relevant marketing material and presentations that support the sale of variable annuities through advanced markets sales strategies.
Nathan graduated from the University of California, Irvine with a Bachelor of Arts degree in History and earned an MBA from The Paul Merage School of Business at the University of California, Irvine. He is a Certified Financial PlannerTM professional and also holds the Chartered Life Underwriter (CLU®), Retirement Income Certified Professional (RICP®) and Chartered Financial Consultant (ChFC®) designations awarded through The American College, and is a Fellow of the Life Management Institute (FLMI).
He holds FINRA Series 7, 6, 63 and 26 licenses as well as the Colorado Life license.
He currently resides in Centennial, Colorado with his wife and two children
MONTHLY C.E. EVENT
Tuesday, November 13 2018
1:15 PM -2:15 PM
“Year-End Client Strategies”MODERATOR: David Kroll, CLU, ChFC
NAIFA member and MDRT Top of the Table advisor Keith Gillies shares insights and proven experience on how you can leverage year-end planning strategies to help your clients minimize taxes, review and revise their existing insurance and financial planning documents, and prepare for the coming year. By doing so, you can solidify your client relationships and improve your 4th quarter results. Keith Gillies, CLU, ChFC, CFP –2012