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Preparing the Heirs for the Money 2023 Summit This course breaks down the

SKU: 14224612945

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USD109.66 USD151.66

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Description

This course breaks down the language

case facts

and a private equity business development professional

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 course breaks down theThe 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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