March 27 – The next generation of wealth transfer: A scalable action plan for passing on what matters most – Nuveen – 1 CE Credit

 The next generation of wealth transfer:  A scalable action plan for passing on what matters most by Nuveen

Registration is complimentary for financial advisors.

Summary: Most high-net-worth investors plan to transfer wealth. In this webcast, Nuveen will help advisors implement a repeatable, scalable framework for offering these – and all clients – highly personalized guidance with wealth transfer planning. More...

Date: Thursday, March 27, 2025

Time: 2:00 PM Eastern Daylight Time

Duration: 1 Hour

Available for 1 CE Credit