Enhance success of wealth transfer plans
Understand how CPAs can significantly enhance the success of their client’s wealth transfer plans and personal fulfillment by addressing important qualitative issues that affect family unity.
This webinar features Amy Castoro, CEO of The Williams Group, which specializes in enhancing family communication and connection, and Lisa Featherngill, national director of wealth planning at Comerica.
Key Topics
Guiding families to successful wealth transfers.
Understanding the important qualitative issues involved with bringing harmony to family dynamics.