Preparing the Heirs for the Money 2023 Summit Please expect to engage with

Please expect to engage with Scott and the other advisors in the room on ways to better serve our clients in 2024

This course breaks down the language

and best practices for safety and compliance

Upon completion of each course

and a private equity business development professional

Preparing the Heirs for the Money 2023 Summit Please expect to engage withThe 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.