Description
Covers how to evaluate inheritors’ unique financial goals, legal structures, and assets in order to develop a holistic post- inheritance investment portfolio management strategy.
Investment Strategies for Inherited Wealth
$135.00
Additional information
| Topic | Wealth Management Training |
|---|---|
| Length | 20 minutes |
| Member Price | 135 |
| Non-Member Price | 185 |
| Location | Online Self-Paced |
| Course Code | ABA |
| Vendor | ABA |
| Sub Topics | Trust & Investments, Wealth Management |
| Book Handling Fee | 0 |
