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Case Study Webcasts : 1st Wednesday of Every Month
 

Each month we look at a specific situation taken from the InKnowVision case files. We review the facts and circumstances, the Family Wealth Goal Achiever Process, and the solutions used in the case. We discuss how the results were received by the families and we look at how compensation was allocated among the planning and implementation team.

In addition to providing a practical view of advanced planning for the affluent, these case study webcasts also provide a unique opportunity to position yourself and demonstrate your capabilities in your marketplace.

Upcoming Webinars:

March 7th
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April 4th Register
May 2nd Register
June 6th Register
August 1st Register
September 5th Register
October 3rd Register
November 7th Register

To View Past Case Study Webinars CLICK HERE

 
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