Webinar Registration: How To Access The $20T Wealth Transfer

Date: April 29, 2024

Looking for exposure to the next gen? $20T AUM is coming down the hopper in the next 20 years during the biggest wealth transfer in history. Join Christopher Holtby and Lacey Shrum from Smart Kx to learn how trustee services can help you grow and retain AUM.

Presented By

Lacey Shrum
Lacey Shrum Founder, Smart Kx
Christopher Holtby
Christopher Holtby Trust Educator & Co-Founder, Wealth Advisors Trust Company

Register Below

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