[WEBINAR] Legacy Essentials: How You can Help Clients Realize Wealth Transfer Goals from Nationwide
Tuesday 08/26/2025 at 1:00 pm - 2:00 pm CDT
Credit hours: 1 | Not approved in: CA, CO, ME, MO, NV, NJ, OK, TX, VA & WA Intended for CFP, CIMA, CLU/ChFC, CRPC, CRPS CPE
Approaching the wealth transfer conversation with clients can be a difficult subject to tackle but a needed element of future planning. This session will help you identify steps you can take to help your clients achieve their most meaningful goals.
Credit hours: 1 | Not approved in: CA, CO, ME, MO, NV, NJ, OK, TX, VA & WA
Intended for CFP, CIMA, CLU/ChFC, CRPC, CRPS CPE
Approaching the wealth transfer conversation with clients can be a difficult subject to tackle but a needed element of future planning. This session will help you identify steps you can take to help your clients achieve their most meaningful goals.
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