Case Study Webcasts : 1st Wednesday of Every Month
Each month we looked 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.
