More and more clients are inheriting funds as their parents or siblings pass. The rules of managing these funds change based on several factors, but we must learn how to
Event Details
More and more clients are inheriting funds as their parents or siblings pass. The rules of managing these funds change based on several factors, but we must learn how to handle this money properly. Ken Boothe, JD, CLU, ChFC, will join us as the Director of the Advanced Consulting Group with Nationwide Life Insurance company to help explain the rules around inherited money.