Investment Masterminds

– Episode 21  –

“Generation Planning For Affluent Couples”

Guests: Annette Bau Founder of

Generation Planning For Affluent Couples

Please register now for our special complimentary session with Author, Consultant, Entrepreneur and fellow Financial Advisor, Annette Bau.


This informative session will help you to identify opportunities to:

  • Tap into the $20 Trillion Affluent Women and Couples Market
  • Increase implementation and generate more revenue
  • Create a Generational Road Map for both your clients and your business


Over the last 30 years, Annette has helped thousands of advisors develop meaningful, long-term relationships with Affluent Women and Couples.   Her work spans from Authoring several books and business building tools, to comprehensive consultations leading to dramatic increases in revenue for the Advisors and Institutions she works with.


In this complimentary webinar brought to you by Investment Masterminds & sponsored by Swan Global Investments, Annette will be focusing on client succession planning and generational wealth transfer to help you turn your existing business into your own financial legacy.

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