King Lear, 'Tony Soprano' and the Lessons of Wealth Transfer

The seminar assists financial professionals and their clients in building successful wealth transfer strategies by highlighting two well-known estate battles. 
Topics include:
- utilizing a document location system
- rationalizing amounts, timing and structures
- managing estate taxes
- preparing and educating heirs
- appointing the right agents, executors and trustees

King Lear, 'Tony Soprano' and the Les...

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Date and Time

Thursday Mar 25, 2021
1:00 PM - 2:00 PM EDT

Thursday, March 25
1:00 P.M. - 2:00 P.M.
    

Location

Webex    

Fees/Admission

FREE
Email Betsy Hole to register for the event. 

Website

https://www.ameripriseadvisors.com/team/king-prell-associates/events

Contact Information

Betsy Hole
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