In the News, Other News, Other

Rob Clarfeld Presents at Barron’s Top Independent Advisor Summit

Posted On March 24, 2017 By Clarfeld

On March 24, 2017, Rob Clarfeld presented and moderated a panel discussion on intergenerational wealth transfer at the Barron’s Top Independent Advisors Summit in Orlando, FL.

An invitation-only event, The Advisor Summit is a three-day forum for the nation’s top financial practitioners to exchange ideas and insights on estate and tax planning strategies -- especially relevant in today’s highly fluid legislative landscape.


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