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When:
October 16, 2024 @ 2:00 pm – 3:00 pm
2024-10-16T14:00:00-04:00
2024-10-16T15:00:00-04:00
Credit hours: 1 | Not approved in: CA, MO, NV, NJ, TX, VA and WA
Intended for CFP, CIMA, CLU/ChFC, CRPC, CRPS CPE
Helping clients realize their wealth transfer goals with wealth management & planning for retirement. Understanding the importance role financial professionals play in legacy planning, estate planning & beneficiary designations. learn various concepts of legacy planning & how they can help meet specific goals and help you connect with the next generation.