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Learn how a non-qualified stretch provides non-spouse beneficiaries with control, flexibility, and the ability to create a lasting legacy.

The financial services industry is missing out on $700 billion by not meeting the expectations of women investors. Hear what women find most frustrating about working with financial professionals and learn how you can be a trusted resource for wealth management.

As women amass more wealth, this workshop provides you with the tools to gain and keep the loyalty of your female clients.