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25 Jan
Lessons of Successful Wealth Transfers (Webinar 1/25 at 7PM)


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




Event Registration

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