25
Jan
Lessons of Successful Wealth Transfers (Webinar 1/25 at 7PM)
Description
This webinar is presented by Janus Henderson and will help build successful wealth transfer strategies. Topics include:
- Utilizing a document location system
- Rationalizing amounts, timing and structures
- Managing estate taxes
- Appointing the right agents, executors and trustees
- Preparing and educating heirs
Date and Time
Wed, Jan 25, 2023
7:00p - 8:00p EST