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Intergenerational Wealth: 5 Key Steps to Retaining Beneficiary Wealth Before the Transfer of Assets
February 2 @ 2:00 pm - 3:00 pm EST$249
Doculabs recently released research findings on inter-generational wealth management and found that banks and other Financial Institutions need to improve 5 areas in tandem to have a better chance at retaining wealth in advance of a beneficiary transaction:
This bank webinar will present the 5 key areas that you need to invest in to make sure you can create more satisfied customers across your wealth client base.
Only $249 for Webinar and Playback!*
Date of Events
Friday, February 2, 2018