MINNEAPOLIS, MN—Ingrid Strauss, CFP® will be featured as a panelist for a breakout session focused on preparing for the wealth transfer to younger generations at Pershing INSITE’s Conference in Orlando, FL.
The Pershing INSITE Conference is one of the most anticipated industry events for financial advisors to enhance client relationships and grow their practices. This year’s 3-day lineup features leaders and industry experts from around the world. Strauss’s session, titled “All in the Family—Preparing Advisors for Wealth Transfers,” will take place on Thursday, June 9th, the third and final day of the Conference.
Strauss and two other panelists will focus on getting the most out of family meetings by creating relationships with younger generations and preparing for transfers of wealth. Moderated by Andrew Hirschler, Vice President of Pershing, the panelists will discuss personal investing habits as well as outlooks on retirement saving. As 66% of the next generation plans to leave their current parent or grandparents’ advisor for a new one1, the panel seeks to emphasize what financial professionals need to be doing in order to engage and offer appropriate solutions and services for generations X and Y.
A Partner of Cordis Financial, a strategic partner of North Star Resource Group based in Minneapolis, MN, Strauss works together with Paul Leighton, CLU, ChFC to provide financial strategies to their existing client base, as well as to build relationships with their children. With only 20% of advisors speaking to their clients’ adult children regarding their finances1, Strauss has been an innovator in establishing relationships with future generations early on. Strauss specializes in comprehensive fee-based financial planning, goals-based investing, retirement strategies and wealth management.
About North Star Resource Group
North Star Resource Group is a Minneapolis-based financial services firm that provides both individuals and businesses with the resources to help create, preserve and protect their wealth. North Star has more than 120 full time advisors and over 150 employees. In a network of 44 offices in 22 states, they have contributed to the financial security and well being of over 120,000 individuals and small businesses. To learn more about North Star Resource Group, visit www.NorthStarFinancial.com.
North Star Consultants, Inc. - Insurance Products and Services. CRI Securities, LLC - Securities and Investments. Securian Financial Services, Inc. - Variable Products and Securities.
North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Resource Group. North Star Resource Group is not affiliated with Securian Financial Services, Inc. North Star Resource Group is independently owned and operated.
1The great wealth transfer is coming, putting advisers at risk, InvestmentNews, July 2015
1505676 / DOFU 5-2016
For Immediate Release
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North Star Resource Group