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Family Wealth Transfers

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Family Wealth Transfers

May 26, 2023 @ 9:00 am - 11:00 am

The current economic environment creates the perfect opportunity for long-term wealth preservation and wealth transfer. Attendees will learn how to help their clients preserve and protect wealth for themselves and the next generation.

 

The deadline to register is Wednesday, May 24.

 

Fill out the form below, or download the form here to email or fax it over to us.

 

Event Registration - Professionals

  • (Required for CFP CE) (If this does not apply to you, please put N/A)
  • (Required for CFP CE) (If this does not apply to you, please put "N/A")
  • *Different from Insurance License Number (MA Insurance CE) (If this does not apply to you, please put "N/A")
  • This field is for validation purposes and should be left unchanged.

Details

Date:
May 26, 2023
Time:
9:00 am - 11:00 am
Event Category:

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