The Financial Times is inviting NAIFA members to attend (in person or virtually) its full-day conference, Guiding Generations: The Future of Estate Planning, presented by FT Live and Financial Advisor IQ in partnership with Trust & Will, taking place October 23, 2025, in New York and online. The event is free to all financial professionals. NAIFA is a supporting partner.
As an estimated $124 trillion in wealth is expected to move between generations over the next two decades, this event will offer insight into how advisors can help clients navigate one of the most significant financial transitions in history. The program will address how to balance legacy with liquidity, prepare the next generation of inheritors, manage policy and tax complexities, and integrate technology to improve transparency and trust.
Financial professionals who attend will gain practical insights into how to strengthen relationships across generations, anticipate regulatory and technological shifts, and position themselves at the forefront of a rapidly evolving industry.