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Preparing the Heirs for the Money 2023 Summit 00 | VAK CE Credits:
Preparing the Heirs for the Money 2023 Summit 00 | VAK CE Credits:
Preparing the Heirs for the Money 2023 Summit 00 | VAK CE Credits:
Preparing the Heirs for the Money 2023 Summit 00 | VAK CE Credits:

Preparing the Heirs for the Money 2023 Summit 00 | VAK CE Credits:

SKU: 14224612945

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Description

00 | VAK CE Credits: 3

This includes high-impact areas

Please expect to engage with Scott and the other advisors in the room on ways to better serve our clients in 2024

and best practices for safety and compliance

Preparing the Heirs for the Money 2023 Summit 00 | VAK CE Credits: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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