Description
Expert speaker will discuss information-gathering, document review, flowcharts, and family trees for an “all things considered” approach to developing a relationship plan that prioritizes your clients’ needs.
Prudence and Planning: All Things Considered
$95.00
Additional information
| Length | Approximately 24 minutes |
|---|---|
| Member Price | 75 |
| Non-Member Price | 95 |
| Location | Online Self-Paced |
| Course Code | ABA |
| Vendor | ABA |
| Sub Topics | Trust & Investments, Wealth Management |
| Book Handling Fee | 0 |
