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COMING UP: Q2 2024 Advisor Seminar: Understanding How to Serve the Unique Needs of RisingGen Clients in Their 20's
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Catch Up On Monthly Best Practices: Turning Inspiration into Action with Richard Orlando
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New Resources in the Resource Hub!
--> Spending with Purpose: Aligning Your Wallet with Your Values
-->True Wealth Project – Legacy and Intergenerational Wealth: Optimizing Your Family Wealth Decisions
--> Family Meeting Summary Reports: An Advisor Guide
"As an Advisor, you are in a key position to instill financial confidence in females and prepare them to take control of their finances."
FEATURED CONTENT
Basic | Pro | Pro+
Stop an Heir War
This article, published by CAPTRUST, features Dr. Richard Orlando discussing estate planning.
Pro | Pro+
Family Meeting 101
This video outlines the foundational elements necessary to create a successful family meeting.
Pro+
Fair vs. Equal
This video discusses the difference between fairly and equally distributing assets during the estate planning process.