Webinar
Webinar Registration: How To Access The $20T Wealth Transfer
Date: April 29, 2024
Looking for exposure to the next gen? $20T AUM is coming down the hopper in the next 20 years during the biggest wealth transfer in history. Join Christopher Holtby and Lacey Shrum from Smart Kx to learn how trustee services can help you grow and retain AUM.
Presented By
Lacey Shrum
Founder, Smart Kx
Christopher Holtby
Trust Educator & Co-Founder, Wealth Advisors Trust Company