Wealth Transfer Presentation
Western Spirit: Scottsdale's Museum of the West
phoenix, united states
Event description
Wealth transfer is inevitable, yet many advisors miss crucial opportunities to not only assist their clients but also to strengthen relationships and engage the next generation.
The Presentation will be followed by a Networking Happy Hour.
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Tickets for good, not greed Humanitix dedicates 100% of profits from booking fees to charity
Western Spirit: Scottsdale's Museum of the West
phoenix, united states
Hosted by Tiffany House, CAP®, CEPA, FCEP