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Expand Your Practice VIRTUAL Session - FREE and Open to All

EXPAND YOUR PRACTICE VIRTUAL SESSION

  • Open to All

TOPIC: Beneficiary Well-Being Trust Planning:  Preparing the Next Generation for Their Inherited Wealth

JANUARY 15, 2025

TIME: 12:00pm - 1:00pm CT

Earlier Event: October 22
MASTERING MULTIGENERATIONAL WEALTH CONFERENCE: Wealth Transition Strategies from Planning & Collaboration Through Successful Execution - IN-PERSON
Later Event: February 4
Alignment Milestones: For Families, Businesses, and Organizations IN-PERSON Training Program
 

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