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Preparing the Heirs for the Money 2023 Summit participants will learn:

SKU: 14224612945

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USD109.66 USD153.66

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Description

participants will learn:

00 | VAK CE Credits: 3

This includes high-impact areas

Unlock the secrets to generating consistent and predictable referrals with our comprehensive and results-driven course

and a private equity business development professional

Preparing the Heirs for the Money 2023 Summit participants will learn:The 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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