WEBINAR: Beneath The Surface: 3 Hidden Threats to Preserving Your Financial Legacy
WEBINAR: Beneath The Surface: 3 Hidden Threats to Preserving Your Financial Legacy
Webinar: Beneath The Surface: 3 Hidden Threats to Preserving Your Financial Legacy Time: Monday, October 28, 2024, 12:00 PM Pacific Time (US and Canada) Featured Speaker: Keith Conley, Partner, Wealth Team Alliance Description: Very soon, a significant transfer of wealth through trusts will shift from older generations to younger ones. Receiving an inheritance is thought of […]