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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

Register Now

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.

Pricing

Only $249 for Webinar and Playback!*
*At BankersHub, our Playbacks have NO ARBITRARY EXPIRATION and may be shared internally!

Date of Events

Friday, February 2, 2018

  • 2:00 – 3:00 pm (Eastern Time)
  • 1:00 – 2:00 pm (Central Time)
  • 12:00 – 1:00 pm (Mountain Time)
  • 11:00 – 12:00 pm (Pacific Time)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker

 

 

 

 

 

Richard Medina
Co-Founder, Principal Consultant
DocuLabs

 

Register Now Pay by Check

Details

Date:
February 2
Time:
2:00 pm - 3:00 pm
Cost:
$249
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