Wealth Management

Discover wealth planning and tax strategies for your complete spectrum of clients.

OUR PROGRAMS

Engage and retain the next generation of clients, millennials. This program includes a suite of resources to help advisors engage their clients’ children and prepare millennials for retirement.

This program shows advisors how to retain and grow their business with female clients facing difficult life transitions, such as divorce and widowhood.

Learn to highlight the value of your relationship by helping clients prepare for the many difficult decisions that often affect families across generations.

The Three Tiers of Retirement Income is a simple, yet powerful, tool to help investors allocate money to generate the cash flow they need.

Comprehensive wealth planning strategies to provide unparalleled value to your best clients throughout the year with ideas on tax, financial, estate and retirement planning.

Retirement readiness planning can be daunting, we believe it's important to ask the right questions in order to make sound decisions.

These wealth strategies programs seek to maximize advisors’ effectiveness with the families and individuals they serve by addressing their specific financial needs, issues and concerns.

Knowledge Labs

Engage with our wide curriculum of innovative programs designed to meet your goals.

RELATED CONTENT

Continuing Education

We offer accredited continuing education (CE) seminars available to financial advisors, CPAs, human resources professionals and other retirement and financial industry participants.

Matt SommerAsk Matt:

Are Your Clients Financially Protected in the Case of Incapacitation?
Retirement and wealth strategies expert Matt Sommer answers questions like this from advisors on market events, legislation and trends that may impact their clients’ investments.

Knowledge Labs Alert

Exceed expectations - in business and in life - with monthly insights from our experts.

Contact Your Sales Director

To implement any of these solutions or to find out more about how they can help you excel, contact your Janus Henderson sales director.

Podcasts

Explore our podcasts featuring professional development coaching, retirement perspectives and market insights.