Join Doug Ewing of Nationwide to discuss how you can help your clients realize their wealth transfer goals.
This presentation will cover:
– Why financial planners should take the lead in legacy planning
– Estate Planning and beneficiary designations
– Translating concepts into real life and connecting with the next generation
This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.
Use promo code CECOACHING to register for free.