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5: The $30 Trillion Wealth Transfer
Manage episode 195645999 series 1860640
In our podcast, the Insights Panel will do a deep dive on why thinking about a legacy plan is so hard and how advisors can help clients get a plan in place. Our experts will discuss why it’s better to do it sooner rather than later, and look at the importance of baby boomers’ children and grandchildren.
31 episodios
Manage episode 195645999 series 1860640
In our podcast, the Insights Panel will do a deep dive on why thinking about a legacy plan is so hard and how advisors can help clients get a plan in place. Our experts will discuss why it’s better to do it sooner rather than later, and look at the importance of baby boomers’ children and grandchildren.
31 episodios
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