The Intersection of Wealth Management and Housing Wealth
March 19, 2020 @ 1:00 pm
Wealth management, practice management and housing wealth are three topics that dovetail – and sometimes collide – with each other in the life of every advisor.
It’s important for the advisor-CEO to know how to speak all three fluently. Join us for a webinar with four leading industry voices on these complex fields.
You’ll hear from:
– Dr. Craig Lemoine – Advisor Educator and Coach
– Wade Pfau – Reverse Mortgages and Real Estate Finance