High Net Worth Planning

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.


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