A Unique Opportunity for financial advisors, accountants, insurance professionals, attorneys and enrolled agents

Minto Law Group is proud to present The Wealth Management Roundtable®, a special business development program that is designed to help financial advisors, accountants, insurance professionals, attorneys and enrolled agents expand their capabilities and generate new sources of revenue. In today's economic climate, the need for sound investment and estate planning advice is greater than ever. This is creating new, significant opportunities for professionals to expand their business or practice for greater profitability.

Why is The Wealth Management Roundtable® so important?

The next ten years will witness the largest transfer of wealth in history and 92% of those receiving substantial inheritances will retain new financial planners and 63% will retain new accountants! This brings up two critical questions:

• Will you be one of the 8% of financial planners or 27% of accountants who will retain their newly wealthy clients?
• Would you like to gain a portion of the 92% of inheritors seeking new financial planning advice or 63% seeking new accountants?

If your answer is yes to either of these questions, then The Wealth Management Roundtable® may be your ticket to success!