Legacy Essentials: How you can help clients realize wealth transfer goals

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Credit hours: 1 | Not approved in CA, CO, ME, MO, NV, NJ, OK, TX, VA & WA
Intended for CFP, CIMA, CLU/ChFC, CRPC, CRPS CPE

Approaching the wealth transfer conversation with clients can be a difficult subject to tackle but a needed element of future planning. This session will help you identify steps you can take to help your clients achieve their most meaningful goals.