Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health
$60, or complimentary with Signature or Elite Benefits
Keyword(s)
Courtney Pullen, ACE Academy
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.
Credit Information
1
Description
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.
Courtney Pullen
President of the Pullen Consulting Group
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
- One year from the date purchased