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You Are About to Be Liquid: Now What?

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Join us for an in-depth discussion on trust and estate planning, asset allocation, wealth building scenario simulation and the importance of building a team of trusted advisors. We will help you understand how to keep your hard-earned reward and make it last for future generations, with a professional team of experienced people guiding you along the way.

Presented by:

  • Biff Bayard, Baker Donelson 
  • Rich Bouchner, Capital One 
  • Steve Morgan, Capital One

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