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Family Wealth Planning: Preparing the Next Generation
In collaboration with Helios Quantitative Research, PIMCO, and Chicago Booth Center for Decision Research, we are excited to announce another continuing education workshop for on-the-go financial professionals.

What are we covering?
"The perfect amount to leave your kids is enough money so that they would feel they could do anything, but not so much that they could do nothing." - Warren Buffet.

In this CE session, we will cover the biggest challenges that wealthy families face, an introduction to family wealth education, the seven actions of successful families, and the next steps you can take to families to be their best.

What will you get?
One hour of CE credit applied to CFP, IWI, or CPA designations.

How do you receive credit?
Register with your legal name and proper licensing information, stay for the entire webinar (that part is important), and we will submit the time directly to the correct agency.

Jun 10, 2020 09:00 AM in Pacific Time (US and Canada)

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