Estate planners, elder law attorneys, and financial advisors are standing on the edge of the largest financial shift in history. Over the next 20 years, $84 trillion be transferred from Baby Boomers to younger generations.

What this means for you is an increased demand for services, a need for modern solutions, and complex estate planning.

The question isn’t if your office will be impacted by this Great Wealth Transfer – but how well prepared you are to capitalize on it. 

This momentous shift is already under way, and clients—especially Baby Boomers—are actively seeking advisors who are equipped to protect their legacy.

Are you ready?

To prepare for this massive shift, ask yourself some difficult questions about the very core of your business.

Are you using your time efficiently? Are you making data-driven decisions or using technology to increase your bottom line?

Or are you wasting your time manually tracking projects or following up with your staff?

Do you have a game plan in place for Long-Term care insurance? Do you truly understand trusts and collaboration with attorneys?

If these questions make you a little uncomfortable, the hard truth is: You’re not ready for The Great Wealth Transfer. And unless you start preparing now, you risk falling behind your competitors and putting your clients at risk to face estate taxes, legal complications, or long-term care costs that diminish their inheritances.

Fortunately, there is still time to set yourself up for success – and MDS can help.

The Great Wealth Transfer Intensive

MDS is bringing together a hand-selected team of industry giants for The Great Wealth Transfer Intensive. 

Beginning Thursday, Oct. 31, join us for three days of introspection and planning, then return to your office with a personalized road map to success and profitability in the Great Wealth Transfer.

Registrations for this event are extremely limited, by design, to create a close-knit educational environment to ask yourself the hard questions and voice your opinions.

What you’ll take away from the Great Wealth Transfer Intensive

Technology
Modern clients, like Millennials and Gen Z, demand modern, tech-savvy solutions to meet their expectations. The Great Wealth Transfer Intensive will provide a blueprint to automations, AI, and data insights to focus on what truly matters: securing your client’s legacy.

HR preparedness
​Personnel issues and poor HR policies drain your time, resources, and productivity. During the Intensive, your team will get the rools to attract and retain the right talent, foster a positive work environment, and promote compliance while reducing risk. 

Enhanced strategies for complex clients
Long Term Care Insurance will play a more pivotal role than ever in this competitive landscape. Spend extended time hearing from the experts, including Don Quante CLTC, to gain your competitive advantage over competitors.

Moving Forward
Investing in your professional advancement is crucial, and The Great Wealth Transfer Intensive is a unique opportunity to be in the same room with some of the greatest minds of our time and truly prepare to succeed.

The time is now. Register today for the Great Wealth Transfer Intensive and I’ll see you in Chicago