Upcoming Webinars

Year-end portfolio reviews are an advisor’s chance to strengthen client trust and show proactive value. With tax moves, gifting strategies, and client updates all hitting at once, the right tools can save you hours and leave a lasting impression ahead of December meetings. In this workshop, you’ll discover how to:

• Spot distribution surprises early with Cap Gains Valet and turn tax impacts into confident, client-ready conversations.
• Showcase tax-efficient gifting and year-end strategies with Transition Analysis and Proposals to highlight impact and build trust.
• Save hours of prep in your busiest season using Comp Tables and Model Portfolios to streamline reviews.

Featured Tools: Capital Gains Valet, Transition Analysis, Proposals, Comp Tables & Model Portfolios

80% of heirs fire their parents’ advisor. With $84 trillion set to change hands over the next two decades, the biggest challenge for advisors might not be market volatility, but rather client retention.

In this session, Nick Maggiulli joins YCharts to uncover what today’s data says about the Great Wealth Transfer and what leading advisors are already doing to build trust with inheriting clients. You’ll learn how to engage heirs earlier, deepen trust, and turn generational change into long-term growth.

You’ll walk away with:

• Proven ways to retain family assets and strengthen multi-generational relationships
• YCharts visuals and talking points that simplify inheritance and family-planning discussions
• Practical strategies to protect AUM and position your firm for the next decade of growth