Pay in 4 interest-free payments of $27.41 Learn more
Ships within 48 hours · Estimated delivery Aug 4 - Aug 9
For those who are CEPAs
and a private equity business development professional
and best practices for safety and compliance
This course breaks down the language
Preparing the Heirs for the Money 2023 Summit For those who are CEPAsThe Preparing the Heirs for the Money course is designed to equip advisors with the tools and frameworks needed to support families through the complexities of multi generational wealth transfer. In this course, host Roey Diefendorf, Jr. explores how to prepare rising generations for both the responsibilities and opportunities that come with inherited wealth.
US$ 1447.50
US$ 12213.48
US$ 199.00
