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Bankers Hub Webinar: “Intergenerational Wealth: Five Key Steps to Retaining Beneficiary Wealth Before the Transfer of Assets”
February 2, 2018 @ 1:00 pm - 2:00 pm$249
Date: Friday, February 2, 2018, 2 – 3 p.m. EDT
Doculabs’ Principal Consultant Rich Medina will report on his recent research findings on intergenerational wealth management. Findings indicate that banks and other financial institutions need to improve a total of five (5) areas in tandem to have a better chance at retaining wealth in advance of a beneficiary transaction.
Rich’s webinar will provide an overview of the five key areas that these institutions should invest in to ensure account retention and the creation of additional satisfied customers across their wealth management client bases.
Fore more information, or to register for this event, click here.