Legacy Essentials Three-Part Series

August 11, 2022 | Part 1: Empathy
August 18, 2022 | Part 2: Aging with Dignity
August 25, 2022 | Part 3: Wealth Transfer


4:30-5:30 p.m. ET


Part 1: Legacy Essentials - Empathy
Recent research has shown that many potential clients have trouble finding a financial professional they can trust. Empathic communication skills are critical to building enduring client trust and expanding your sphere of influence. This presentation will look at the science of empathy and how it can help you become a trusted professional who clients and their families will look to for guidance for years to come.

Part 2: Legacy Essentials - Aging with Dignity
One thing every financial professional has in common is an aging client base. Aging can lead to enormous challenges for clients, their families, and the financial professionals who serve them. Helping clients prepare for these challenges through a combination of empathetic communication skills and sound financial planning strategies presents an opportunity for you to deepen your relationships with your clients and their families. Join us as we explore your role in helping your clients age with dignity and grace.

Part 3: Legacy Essentials - Wealth Transfer
As Baby Boomers age, a huge intergenerational transfer of wealth is beginning to take shape. Yet recent research suggests that many affluent clients will not choose to work with their parents’ financial professional. Proactively working with both your clients and their beneficiaries to create thoughtful, effective, and tax-efficient wealth transfer plans is critical to protecting your practice. Join us as we explore your unique role in helping your clients leave a legacy that reflects their values and meets their most important goals.

Cost: Complimentary

Registration is only required once. If you've already registered for Part 1: Empathy, use the same Zoom join link on August 18th & 25th. Contact education@i-w.org for assistance. 



Registrants must attend the entire event to earn continuing education (CE) credit. Pending approval, the following entities have accepted it for CE credit:

Investments & Wealth Institute®

1 CE credit hour for CIMA®, CPWA®, and RMA® certifications
Audit-proof, Premier CE
Uploaded to your certification record(s) within 2 weeks


CFP Board®

1 CE credit hour for CFP® certifications
Uploaded to your CFP® certification record within 2 weeks

After registering on this website, you will receive an email that will confirm your registration. This confirmation email will also contain your Zoom webinar registration link. Please additionally register with Zoom to secure your spot in the June 9th event. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you have any questions. We highly recommend that you test the Zoom platform on your device the day before the event to ensure your participation.

If you miss any of the live events, or just want to watch them again, you can access the recordings. Instructions for accessing the recordings will be emailed within two weeks of each event, and they will be available for viewing for one year. You can receive up to three credits for viewing this webinar series (live or recorded). The recordings will be eligible for CE credit for Institute certifications.



Doug Ewing

Vice President, Insights & Solutions Field Team, Nationwide

Doug's Bio

Speaker Bio

Doug Ewing, JD, CFP®, RICP®, started his career with Nationwide® in 2019 with more than 16 years of industry experience. Doug serves the western region for the Nationwide Retirement Institute, educating financial professionals, clients, plan sponsors and plan participants on a variety of financial planning topics. Prior to Nationwide, Doug worked in advanced consulting roles for both Transamerica and John Hancock. An accomplished public speaker with extensive main-stage, breakout and national webinar presentation experience, Doug excels at simplifying complex retirement issues, including Social Security, Medicare and retirement health care costs, tax-efficient retirement income and wealth transfer strategies, as well as elder law and estate planning. Doug was admitted to the Massachusetts bar in 1990. After a 13-year legal career, he got his start in the financial industry in 2003, working as a financial professional with Legg Mason and Merrill Lynch. He has earned both the CFP® and RICP® designations and is FINRA Series 7 and 66 licensed.


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