The Northern Trust Institute has gathered the top minds in legal, tax, behavioral science, family law, philanthropy, and more to tackle the most pressing issues facing wealthy families today for this virtual event. Up to six complimentary continuing education credits will be available for CLE (including two ethics credits), CFP, CIMA, CPWA, CTFA, and CPE for CPA.
Content Focus: Estate Planning, General Planning, Investment, Retirement
Channel: Bank Trust, CFPs, Independent BD, RIA, Wirehouse
This browser is no longer supported by Microsoft and may have performance, security, or missing functionality issues. For the best experience using Kitces.com we recommend using one of the following browsers.