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Ships within 48 hours · Estimated delivery Aug 9 - Aug 14
This includes high-impact areas
case facts
participants will learn:
00 | VAK CE Credits: 3
(Value Acceleration Knowledge Hours: 4 | CPE Hours: 3 | CFP® Hours: 3)
Preparing the Heirs for the Money 2023 Summit This includes high-impact areasThe Preparing the Heirs for the Money course is designed to equip advisors with the tools and frameworks needed to support families through the complexities of multi generational wealth transfer. In this course, host Roey Diefendorf, Jr. explores how to prepare rising generations for both the responsibilities and opportunities that come with inherited wealth.
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