Statewide
September 11, 2024: Adapt, Change or Disappear: New Approaches for a Changing Marketplace with David York
Wednesday, September 11, 2024 12 - 1:30 pm | FREE
The financial and wealth transfer planning marketplace has fundamentally changed over the course of the last 20 years. Clients today not only view wealth and wealth transfer in fundamentally different ways than prior generations, they also have very different desires when it comes to obtaining professional advice. The marketplace has also drastically changed for financial advisors. New technology and ubiquitous access to financial information and resources have created an environment of ever increasing commoditization. With change, however, comes opportunity. This presentation will review these seismic shifts in wealth transfer planning and professional services, how these changes are affecting the financial services industry, and practical recommendations on how to connect with a new type of client and their heirs and thrive in the marketplace today.
Continuing education credits may be available pending application through the Oregon State Bar, Oregon Board of Accountancy and CFP Board.
Thank you to our event sponsor:
