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Educational Programs

High-impact resources to help you grow relationships with clients and prospects.

Leaving a Legacy: The Essential Resource for Financial Professionals

By Mark Zesbaugh, Ken Dychtwald, and Catherine Fredman
media_reports_legacy
During the next several decades, we can expect roughly $25 trillion in wealth to be handed down by the elder parents of the boomer generation, $7.2 trillion of which will go directly to boomers. This constitutes the largest inter-generational wealth transfer in history.

Most of today’s financial professionals aren’t equipped to assist families in creating effective and comprehensive “legacy” plans that best address the needs of all members of client families. “Leaving a Legacy: The Essential Resource for Financial Professionals” is a special report guide based on Age Wave’s groundbreaking, comprehensive national study of the attitudes, hopes, worries, priorities, plans, and goals of both the elder generation and their heirs—the 77-million-strong baby boom generation.

Financial services professionals have an unprecedented opportunity to become an ideal legacy advisor if they can help families pass their legacies on from generation to generation. There are many books today that guide financial professionals on the nuts and bolts of preparing estate plans, yet, until this book, there were none that provided actionable ways to address the thorny and difficult subject of inheritance, legacy, and wealth management with multiple generations of clients.

Published by Age Wave Press and coauthored by Ken Dychtwald, Mark Zesbaugh, and Catherine Fredman, this indispensable report covers the key issues, challenges, needs, and motivations of both boomer and elder clients and delves into the four aspects of legacy management and transfer, which include 1) financial assets, 2) meaningful possessions, 3) wishes/directions, and 4) values/ethics/history. In addition, each chapter is complete with valuable tools, resources, and suggestions. More than anything, this is a field guide that will help financial professionals become effective legacy advisors and learn how to engage clients and their families in meaningful conversations.

What We Do

  • Keynote Presentations
  • Landmark Research & Consulting
  • Educational Programs
    • Professional Educational Programs
      • Legacy Lessons from the Sages of Aging
      • Lifestage Navigation™ Curriculum
      • The Power of Legacy
      • Special Report: Leaving a Legacy
    • Public Educational Programs
      • Sages of Aging
      • Life’s Third Age
      • Boomer Century
  • Publications

About AgeWave

Age Wave is the nation’s foremost thought leader on issues relating to an aging population, with great expertise in the profound business, social, healthcare, financial, workforce and cultural implications. Under the leadership of Founder/CEO Dr. Ken Dychtwald, Age Wave has a unique understanding of the body, mind, hopes and demands of new generations of maturing consumers and workers and their expectations, attitudes, hopes, and fears regarding retirement.

Contact us at (510) 899-4000.

In the Media

  • Do People Actually Want to Live to 100?January 26, 2023
  • The Role Of Board Service In A Meaningful Post-CareerJanuary 3, 2023
  • NewsmaxHow to Enjoy a Fulfilling Life in Retirement Read Newsmax: How to Enjoy a Fulfilling Life in Retirement | Newsmax.com Important: Find Your Real Retirement Date in Minutes! More Info HereDecember 29, 2022
  • What is a financial power of attorney, and what to consider when appointing a power of attorney?December 27, 2022
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