With $124 trillion passing to family and charities by 2048, you don’t want to miss your opportunity to be part of it.
Hear Steve Sanduski, CFP®, during a recent Learning Hour exclusive to ROL Advisor’s financial advisor members, discuss working with high-net-worth families.
Click here to learn more about ROL Advisor’s digital discovery tools, then sign up for a 7-day trial to become a better Life Centered Financial Planner, and finally, schedule a demo.