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Client Communication for Next Generation Planning

Members of Generation Z are already in the work force. Learn how to effectively navigate planning for your next generation clients before the next great transfer of wealth.
Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
SKU: P9004-20E-13
$80.00 or 1.00 credits
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Faculty:

Steven L. Kriz, Levenfeld Pearlstein LLC, Chicago

Originally presented as part of the 63rd Estate Planning Short Course, available in its entirety as P9004-20U.

Faculty:

Steven L. Kriz, Levenfeld Pearlstein LLC, Chicago

Originally presented as part of the 63rd Estate Planning Short Course, available in its entirety as P9004-20U.

Products specifications
Program Date5/5/2020
Products specifications
Program Date5/5/2020
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