Preparing the Heirs for the Money CEPA Programs 2025 (General) providing a unique focus on

providing a unique focus on the financial advisor's role on the exit planning team

Providing visibility and credibility in the exit communities

All breaks will be held inside of this Partner Hall for the duration of the Summit

or unsolicited interest approaches

Location: Duquense Club-325 Sixth Avenue

Preparing the Heirs for the Money CEPA Programs 2025 (General) providing a unique focus onThe Preparing the Heirs for the Money course is designed to equip advisors with the tools and frameworks needed to support families through the complexities of multi generational wealth transfer. In this course, host Roey Diefendorf, Jr. explores how to prepare rising generations for both the responsibilities and opportunities that come with inherited wealth.