On-line practice improvement charrettes meld collaboration with best practices.
We’re excited to introduce a fresh format for our former Growth Lab webinars. Welcome to the Prosperity Peer Forum!
NOTE: There will be two Prosperity Peer Forums in May, so watch for invitations for both.
- Annuity Policy Review with NFG - May 9
- How to extend your practice using Trusts to capture HNW clients - May 20
Tuesday, May 20, 2025 ... 11:00am - 12:00pm (CST)
How to extend your practice using Trusts to capture HNW clients
In this session, we’ll outline how trusts are used as an effective estate planning tool and how it’s well suited to HNW client situations. We’ll cover the value of a trust, types of trusts, the fiduciary responsibility, and the duties of the trustee and discuss when it may make sense to have a corporate trustee instead of an individual trustee. Learn to ask the right questions of your clients and HNW prospects to attract and retain additional trust revenue for your firm and create relationships through multiple generations.
Angela Brill, MBA, CFP, CDFA, AIF is CEO of Prosperity Advisors and is responsible for setting the strategic direction of the company, overseeing overall operations, ensuring Prosperity meets its objectives, and helping clients pursue a confident future. Angela has been in the financial services industry since 1995 and enjoyed a successful career at Fidelity Investments and Scudder Kemper Investments before joining Prosperity.
Rosemary Hueser is SVP and Manager of Advisor Trust Services at BOK Financial.
Brandon Hamil is the Divisional Director of Advisory Sales and Consulting at Cetera Financial Group. His primary role is to collaborate with investment adviser representatives to promote the increase of assets under management within Cetera's advisory programs. His responsibilities include education on sales ideas and techniques and helping investment adviser representatives improve their overall business.
After registering, you will receive a confirmation email containing information about joining the webinar.
* CE Credit available for attending this webinar.
*For registered rep use only
Each Zoom session is scheduled for a minimum of 45 minutes and a maximum of 60. Members will be notified via email with Zoom meeting details and specific content on each session.