Advisors

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Advisors – Why You Should Register

If you are a financial advisor, attorney, tax specialist, therapist, or other professional who serves sudden wealth recipients, we want you to join our community of professionals to get these valuable benefits:

  • Continuing education credits for CFPs, CPAs, and attorneys.
  • Referrals to sudden wealth recipients looking for professionals
  • Webinars, podcasts, videos, and articles about sudden wealth strategies 
  • Download forms and worksheets you can use with your clients
  • Network with other professionals
  • Much more…

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