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Preparing the Heirs for the MoneyThe 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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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.
Preparing the Heirs for the Money
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64947256065
US$ 108.86
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