The information, data and opinions contained herein do not constitute investment or tax advice. Content is provided solely for informational purposes only and therefore is not an offer to buy or sell securities, and is not warranted to be correct, complete or accurate. Additionally, the authors are not engaged in rendering legal, medical, accounting, financial, consulting, coaching or other professional service or advice in specific situations. This webinar should not be utilized as a substitute for professional advice in specific situations. The presenters may not be held liable in any way for any interpretation or use of the information in this publication. Investing carries an inherent element of risk, including the risk of losing invested principal. Past performance is not indicative of future results.
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All attendees will receive a complimentary chapter from the upcoming book, "Your $5 Million High-Net-Worth Practice: Guidelines for Sourcing and Working With the Wealthy During the Covid-19 Crisis and Beyond"