Overview

The Institute's Programs Include:

  • For Advisors: Open enrollment hallmark two-day class on The Great Wealth Transfer: Attracting & Retaining MultiGenerational Families of Wealth 
  • For Institutions: Customized professional development programs for firm's in-house training
  • For Investment Firms: Co-branded or limited-use licenses programs for firm's sales teams to use with their best advisors 

 

Contact Us. Or Call To Learn More. 626.389.8664

 

Events

Professional Development Program For Advisors

March 11, 2012

The Great Wealth Transfer: Attracting & Retaining Multigenerational Families of Wealth
Register Now

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