A Millennial Perspective on Estate & Beneficiary Planning – Transamerica – 12.5.24

October 30, 2022

Overview:

Title: A Millennial Perspective on Estate & Beneficiary Planning

Date: Thursday, December 5, 2024

Time: 2:00 PM Eastern Standard Time

Duration: 1 hour

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Summary:

Now On Demand

Join us as we discuss:

How estate and beneficiary planning can serve as a gateway for advisors to connect with entire families and guide crucial financial and lifestyle decisions.
Exclusive insights, strategies, and tactics from Broke Millennial best-selling author Erin Lowry and other industry experts to facilitate these client conversations.
The challenges and opportunities presented by longer lifespans.

Accepted for 1 CFP^® / IWI / CFA CE Credit

Speaker:

Brian Forbes Director of Thought Leadership Transamerica

Brian joined Transamerica after a spending a decade as a journalist, researcher, and storyteller. Entering his 14th year at Transamerica, he manages a wide range of external relationships, creating distinct and differentiated content, insight, and tools for financial professionals, clients, employers, and employees.

Brian and team have collaborated with the likes of MIT AgeLab, Stanford Center on Longevity, Georgetown’s AgingWell Hub, American Heart Association, and Alzheimer’s Association to produce award-winning content and practice management on subjects such as dementia/cognitive decline, multigenerational workforce, elder fraud, client engagement, caregiving, and behavioral finance.