Education

Preparing Clients for the Great Wealth Transfer: Part 2 of 2

Tue, Sep 20, 2022 | 4:00 PM - 5:00 PM EDT

Preparing for The Great Wealth Transfer and providing guidance to the next generation is something many advisors have seen on the horizon for some time. Join us for a 2-part series to learn efficient and effective techniques to enhance your client relationships and seamlessly integrate estate planning into your practice.