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Advanced Perpetuate Family Wealth
November 10 @ 9:00 am - 11:00 am
THIS COURSE IS ONLY CREDITABLE FOR CFP, MA INSURANCE, & ACCOUNTING CREDIT
This course is the second in our series concerning perpetuating family wealth. In the first class, we discussed the theoretical underpinnings of developing a process for families to transfer not only their financial assets, but their values and knowledge of creating and sustaining family wealth. In this course, we will begin to understand proven, replicable process that families can adopt to preserve, protect, and perpetuate their wealth generation after generation.
The deadline to register is Wednesday, November 8.
Fill out the form below, or download the form here to email or fax it over to us.