Register Below

Note: Fields marked with an * are required.

Human Validation

Request A Recording

Note: Fields marked with an * are required.

Human Validation

What You'll Learn

The focus of the webinar will be on how to

  1. Identify low-hanging fruit that you might not even have know existed
  2. Thrill existing clients
  3. Increase your visibility with your Centers of Influence
  4. Gain new clients through referrals

Through a better understanding of the issues and opportunities available to clients who are already involved in the $300 billion world of charitable remainder trusts.