Name
The 68 Trillion Dollar Question: Are You Ready? (CE)
Date & Time
Monday, April 24, 2023, 2:30 PM - 3:20 PM
Speakers
Description
Presented by Carillon Tower Advisers: Understand the movement of wealth, prepare to capture it, and leave with a plan to help you retain AUM, gain net new assets, leverage technology, and monetize your practice to profit from an intergenerational focus.
CE: CFP, CIMA, CPWA, CIMC, RMA
Location Name
Uptown Ballroom Ward 1
Session Type
Education Session
Session Category
Practice Management
Presented by
Carillon Tower Advisers
CE Credit
Yes
CE Details
CFP, CIMA, CPWA, CIMC, RMA