Skip to content

Perpetuate Family Wealth

Loading Events

« All Events

  • This event has passed.

Perpetuate Family Wealth

March 11 @ 9:00 am - 11:00 am

Perpetuate Family Wealth

During this webinar, attendees will learn how they can help their clients perpetuate their wealth for the next generation, along with what threats to look out for regarding this multi-generational wealth.

 

The deadline to register is Wednesday, March 9.

 

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 (Required for CT & 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:
March 11
Time:
9:00 am - 11:00 am
Event Category: