Financial Planning

Webinar: Pass Wealth and Wisdom to Your Family

Brittany Heard

Brittany Heard , CFP®, CKA®, CFT™, CDFA®

Gretchen Muller

Gretchen Muller , MBA

05/20/26

Pass Wealth and Wisdom to Your Family

Pass Wealth and Wisdom to Your Family. This webinar explores how to successfully transfer wealth — and the wisdom that comes with it — from one generation to the next.

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