The next generation of wealth transfer: A scalable action plan for passing on what matters most – Nuveen – 3.27.25

Overview:
Title: The next generation of wealth transfer:
A scalable action plan for passing on what matters most
Date: Thursday, March 27, 2025
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Most high-net-worth investors plan to transfer wealth. In this webcast, Nuveen will help advisors implement a repeatable, scalable framework for offering these – and all clients – highly personalized guidance with wealth transfer planning.

Key takeaways:

  • Articulate the value of wealth transfer planning to clients
  • Adopt a process for providing each client a personalized path
  • Identify and leverage opportunities to provide additional value throughout the process

Accepted for 1 CFP / IWI / CFA CE Credit

Speaker:
James Bergeron, JD James Bergeron, J.D. Advisor Education Nuveen

Jim has more than 30 years of experience in financial services, including estate, tax, and wealth planning, as well as product development. He frequently lectures and speaks at national and international conferences, where he is called on to demonstrate how to put wealth management concepts into action.

Intended for financial professionals.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Financial professionals should independently evaluate the risks associated with products or services and exercise independent judgment with respect to their clients.

Nuveen Securities, LLC, Member FINRA and SIPC.

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