Wealth Management Unwrapped - The CEO's Guide
Online • May 12, 2015
This Jam Session will teach you what you need to know to take charge of your own wealth.
Tuesday, May 12, 2015 1:00 PM - 2:00 PM EDT
Content that’s worth your time.
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Discover what you need to know to take charge of your own wealth. We'll talk about the ten lessons and insights from the woman who founded the Institute for Private Investors on the premise that the investor advisor relationship can be transformed - that transparency is essential, and that you are the figurative CEO of My Wealth, Inc.
We'll be live-tweeting this session with #MyMoney. Join us!
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