Bridging Generations: Mastering Strategies for the Great Wealth Transfer with Envestnet
Автор: XYPN
Загружено: 2024-10-08
Просмотров: 73
Описание:
Preparing investors for the Great Wealth Transfer involves tailoring strategies to meet the needs of both current and future generations. Join Tom Via, Training Specialist at Envestnet, to explore effective techniques and tools for enhancing financial outcomes for older clients while engaging the next generation with modern solutions.
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