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Wednesday, May 13, 2009
Odd Haavik on Preserving Your Wealth on CNBC
An appearance this morning on CNBC's 'Protect Your Wealth' with Martin Soong. The discussion ranged from what distinguishes Wealth Transfer Planning Consultants from Private Bankers and Family Offices to what proactive steps clients can take, today, to ensure a successful inter generational estate transfer.posted by Charles Monat Associates at 3:44 PM
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