Name
Accelerating Growth Through the Planning Process
Date
Tuesday, November 15, 2022
Time
11:20 AM - 12:00 PM (PST)
Location Name
Oceanside E
Description
Our partners from Global Wealth Financial, Christa Albright and Pablo Fernandez, will lead a discussion around using Insurance to address complex estate planning issues for Ultra High Net Worth Families and business owners. This discussion will include success stories and strategies to add value to your UHNW relationships and accelerate organic growth.