As family structures have changed, so have the ways in which families build and grow wealth over lifetimes and generations. There is a need for fresh thinking when it comes to wealth planning and preserving family legacy. Join Angie O'Leary as she explains why it's time to rethink the vertical transfer and basic wills and begin implementing planning strategies for modern families.

Speaker:

Angie O'Leary
Health of Wealth Planning, U.S. Wealth Management, RBC Wealth Management

Premier Continuing Education (CE):

- 1 hour of CE credit for CIMA^®, CPWA^®, and RMA^® certifications

- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected