Hotel Adlon
Salotti Finanziari. Pianificazione Successoria e Gestione del Patrimonio. 2° Incontro

Salotti Finanziari. Pianificazione Successoria e Gestione del Patrimonio. 2° Incontro

28.01.2025 - 28.01.2025

The course will provide an overview of estate planning, illustrating the main tools such as wills, donations, trusts and estate funds, accompanied by practical examples to highlight the benefits of orderly wealth management. Additionally, investment fundamentals, such as stocks, bonds, mutual funds and insurance policies, will be covered, with a focus on diversification for prudent capital management.




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