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Giving with purpose: The LTC planning opportunity hidden inside annual gifting
June 18 @ 2:00 pm - 3:00 pm
The largest intergenerational wealth transfer in history is already underway.1 But many gifting conversations still begin and end with giving cash.
Join our Director of Advanced Sales to learn how you can help your high-net-worth (HNW) clients do more with their annual gifting strategy. You’ll discover:
- Why long-term care (LTC) can be the missing piece of many legacy and gifting conversations
- A real-world planning scenario comparing unstructured cash gifting versus purposeful gifting
- How this conversation can help deepen relationships across generations
Register today and discover the LTC planning opportunity hidden inside annual gifting.
SPEAKERS:
Ann K. Hagerty, J.D., RICP®
Director of Advanced Sales
Lisa Harder
Regional Sales Consultant