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Description
1. Understanding the scale of wealth transfer
2. Where and how wealth will pass to the next genera??on, taxes, and charity
3. Genera??onal educa??on and planning
4. Intergenera??onal planning strategies
5. Charitable strategies in your wealth planning
Learning Objectives
1. Understanding the scale of wealth transfer
2. Where and how wealth will pass to the next generaon, taxes, and charity
3. Generaonal educaon and planning
4. Intergeneraonal planning strategies
5. Charitable strategies in your wealth planning