On May 19th, 2021, we held the, “Successfully Transferring Wealth to the Next Generation” webinar. Our host Toby Potterton, President of Advisory Services at Atlas and special guest, Susan Kay, Director of Business Development at MFS Investment Management, discussed points of consideration when planning for what is next. While we can’t always solve for what tomorrow holds, we can assist you in preparing the next steps toward the legacy you wish to leave behind.

This presentation highlighted succession planning. More specifically, expanding insight into planning and executing a seamless wealth transfer to your heirs in order to target a lasting legacy.

Our presenters covered a number of wide-ranging topics including:

• How to communicate your plan with clarity
• Four reasons why transfers fail
• Tools and resources to help aid the family wealth discussion