Preparing the Heirs for the Money 2023 Summit Unlock the secrets to generating

Unlock the secrets to generating consistent and predictable referrals with our comprehensive and results-driven course

00 | VAK CE Credits: 3

(Value Acceleration Knowledge Hours: 4 | CPE Hours: 3 | CFP® Hours: 3)

and best practices for safety and compliance

participants will learn:

Preparing the Heirs for the Money 2023 Summit Unlock the secrets to generatingThe 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.