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Timothy Belber, The Alchemia Group
Defining a Meaningful Inheritance through a Four-Step Process On-Demand
Member: $50, Nonmember: $75
Keyword(s)
inheritance, Timothy Belber
The age-old question: “How much is enough?” for an inheritance not only
plagues clients, and their advisors, but it also can cause planning to stall. Consider a four-step process that has been proven to help clients gain
peace of mind and move ahead with generational wealth plans.
Credit Information
1
Description
The age-old question: “How much is enough?” for an inheritance not only plagues clients and their advisors, but it also can cause planning to stall. In this recorded webcast, re-frame the question and the definition of inheritance and learn a four-step process that has been proven to help clients gain peace of mind and move ahead with generational wealth plans.
Speaker:
Continuing Education (CE) Credit:
-1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
-Learners must watch the presentation for the required 50-minute minimum
-Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
Expiration:
This program is only available for online viewing for one year.