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Family Wealth Transfer Strategy
A presentation to help advisors discuss the options available to transfer their client's wealth to their children and families. The presentation also discusses the advantages of using such a strategy before, during and after the transfer.




***IMPORTANT NOTE: In order for ivari to be able to issue your CE certificate, please ensure to register with your valid work email address, your legal name as contracted with ivari and your correct advisor / SA code. In the event of wrong data input, ivari will not be able to issue your CE certificate. Under no circumstances shall ivari or its affiliates, partners, licensors, licensees or suppliers be liable for any direct or indirect, incidental, consequential, special or exemplary damages arising out of or in connection with my failure to provide correct and valid data.

Sep 27, 2022 01:00 PM in Eastern Time (US and Canada)

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