The Great Wealth Transfer: What you need to know
This webinar will highlight:
- The refreshed Wealth Transfer Guide
- A new client‑facing page to support succession planning
- Targeted emails, digital content, and videos designed to help you spark client engagement
May 14, 2026 | |
1:00 pm (EDT) | |
Virtual |
Learn more about the event
The Let's Learn webinars cater to advisors looking to enhance their knowledge and skills in selling investment products and growing their business. iA experts share tips and techniques on effective sales strategies, product knowledge, and ways to engage with clients to maximize sales potential. These webinars aim to empower advisors with the necessary tools and knowledge to succeed in the competitive financial industry.