CFG Brokerage Network - Apex of Wealth Transfer

Schedule

Wed May 15 2024 at 10:00 am to 01:00 pm

UTC-04:00

Location

Conference Center at Waltham Woods | Waltham, MA

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Innovative and actionable ideas of the sunset of TCJA
About this Event

CFG Brokerage Network - Apex of Wealth Transfer

Welcome to the CFG Brokerage Network - Apex of Wealth Transfer event! Join us at the Conference Center at Waltham Woods for a day filled with insightful sessions.

Setting the stage for likely tax changes

Planning with flexibility for younger high net worth individuals

Legal strategies that fit today's environment

Wealth transfer ideas that get clients over the hurdle

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Where is it happening?

Conference Center at Waltham Woods, 860 Winter Street, Waltham, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

Host or Publisher Mike Moran - CFG Brokerage Network

Tags:

Business in Waltham

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