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July 23, 2014

▶ 30 in 30: How Advisors Can Capitalize on a $30 Trillion Wealth Transfer Over the Next 30 Years – YouTube

by The 401k Study Group ®

What happens to your clients’ wealth once they pass it on? Will you still remain the advisor of choice for the assets you’ve worked so hard to manage? 30 in …

Source: www.youtube.com

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