Preparing the Heirs for the Money CEPA Programs 2025 (General) These businesses are often not
Description
These businesses are often not only their largest asset but a major component of their identity
in collaboration with the Partner
Location: Duquense Club-325 Sixth Avenue
practical case studies
Preparing the Heirs for the Money CEPA Programs 2025 (General) These businesses are often notThe Preparing the Heirs for the Money course is designed to equip advisors with the tools and frameworks needed to support families through the complexities of multi generational wealth transfer. In this course, host Roey Diefendorf, Jr. explores how to prepare rising generations for both the responsibilities and opportunities that come with inherited wealth.
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