Ask An Expert

Want to read more? Sign Up For Our 7-Day Free Trial

Sign Up Now
Membership Plans
WealthCAP HUB®
Login
My Account
Membership Plans
Login
Membership Plans
Login

Newsletter – July 2022

See What’s New in the WealthCAP HUB®

Estate Planning Interactive Games

Research shows we learn faster and retain more when we engage as many of our 5 primary senses as possible to activate our brain’s memory bank. That’s why gamified lessons can help meet learning objectives while making education fun and effective! Check out our interactive games including Jeopardy!, Wheel of Fortune, and Trivia – designed to teach wealth professionals, family members, and NextGen about trusts and estates. Ask us how we can help you customize learning workshops and elevate your next client family meeting experience!
Read More

Women & Wealth Playbook

According to Boston Consulting Group’s 2020 study on women and wealth, women are amassing greater wealth than ever before. From 2016 to 2019, women accumulated wealth at a compound annual growth rate of 6.1% – expected to accelerate to 7.2% over the next four years. As a wealth advisor, how attuned are you to what matters to women and how prepared are you to have those conversations? Check out our Women & Wealth Playbook.
Read More

Packing List Template

With summer in full swing, many of us are looking forward to upcoming travel and experiences. Let us provide a bit of assistance in preparing for your adventure by offering our packing list template as a guide to ensure that no items are left behind and you can focus on the excitement around the destination in your future.
Read More

Shared Aircraft Ownership: A Brief History

As we continue to see a rise in private aviation acquisitions and charters, we have taken the opportunity to learn from our content contributor, David Clark of Integris Aviation, about the history of shared ownership and how implementing the timeshare model has transformed the aviation industry.
Read More

Past Newsletters

error: This content is protected!

suggestion

Feedback