INTENTIONAL WEALTH: HOW FAMILIES BUILD LEGACIES OF STEWARDSHIP AND FINANCIAL HEALTH
COVID-19 has brought its share of pain, loss, and heartache along with a new awareness of health, well-being, and the necessity for long term planning for families. This awareness has the potential to create opportunities and a demand for advisors who have the skills to manage such transitions and complexities. In this workshop, we will discuss how to meet families where they are and ultimately what they are looking for.
1 Hour of CE Credit.