Sun Life Global Investments: Legacy Planning - Virtual

It takes a great deal of time and effort to create wealth. Are your heirs prepared to carry on the legacy? Many wealth transfers never make it to the second generation because not nearly enough time and effort is invested in the conversations and planning around the transition of wealth. Learn about the ugly side of wealth transfers, the 3-step plan to keep your family harmonious and how to create a successful legacy plan, so you can protect and pass on your legacy - your way.

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