Vanderbilt Vs Rothschild
Speakers: Devang M. Patel, Sr., CFP, CLU,ChFC, LUTCF
Year: 2018
Body of Knowledge:
Estate Planning/Wealth Transfer,
Family Matters,
Multi-Generational Planning
Competence: Sales |
Level: Basic |
Session Rating: 4.60
How to plan for your clients and your own family so that you are not only leaving wealth but also structure for the family legacy to last over multiple generations. How to use those ideas for practical use with your clients NOW.