Name
The Family Dynamics of Intergenerational Wealth Transfer (CE)
Date & Time
Tuesday, April 25, 2023, 10:10 AM - 11:00 AM
Speakers
Description
Presented by T. Rowe Price: 70% of heirs plan to take their money elsewhere upon inheritance. Learn techniques to help build better relationships beyond the account holder by addressing common family dynamics to help protect the future success of your business.
CE: CFA, CFP, AAMS, ADPA, APMA, AWMA, CMFC, CRPC, CRPS, CSRIC, FPQP, MPAS, CTFA, CIMA, CPWA, RMA, CPA, CAP, CASL, ChFC, ChSNC, CLF, CLU, FSCP, GFSP, RICP, WMCP
Location Name
Uptown Ballroom Ward 1
Session Type
Education Session
Session Category
Practice Management
Presented by
T. Rowe Price
CE Credit
Yes
CE Details
CFA, CFP, AAMS, ADPA, APMA, AWMA, CMFC, CRPC, CRPS, CSRIC, FPQP, MPAS, CTFA, CIMA, CPWA, RMA, CPA, CAP, CASL, ChFC, ChSNC, CLF, CLU, FSCP, GFSP, RICP, WMCP