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ivari – Family Wealth Transfer Strategy

September 27 EDT @1:00 pm - 2:00 pm

 

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A presentation to help advisors discuss the options available to transfer their client’s wealth to their children and families. The presentation also discusses the advantages of using such a strategy before, during and after the transfer.

1 CE credit except for SK

Details

Date:
September 27 EDT
Time:
1:00 pm - 2:00 pm
Event Category: