[WEBINAR] Legacy Essentials: How You Can Help Clients Realize Wealth Transfer Goals from Nationwide
Thursday 01/11/2024 at 1:00 pm - 2:00 pm CST
Credit hours: 1 | Not approved in CA, MO, NV, NJ, TX, VA, WA
Intended for CFP, CIMA,CLU, ChFC, CRPC, CRPS
Approaching the wealth transfer conversation with clients can be a difficult subject to tackle but a needed element of future planning. This session will help you identify steps you can take to help your clients achieve their most meaningful goals.
Credit hours: 1 | Not approved in CA, MO, NV, NJ, TX, VA, WA
Intended for CFP, CIMA,CLU, ChFC, CRPC, CRPS
Approaching the wealth transfer conversation with clients can be a difficult subject to tackle but a needed element of future planning. This session will help you identify steps you can take to help your clients achieve their most meaningful goals.
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