Monday 6 June 2022

Super successful session by our Co-founder Raj Lakhotia on Succession Planning for Certified Financial Goal Planner - Advanced Level program, a 20-session comprehensive Financial Planning and Wealth Management program offered jointly by NSE Academy and PGP Academy. Over 2100 participants, including MFDs, RIAs, CAs, CFPs, Insurance Agents have attended the program. 98.5% of participants vouched that they got better understanding on the subject. This has helped us to getting closer to DilseWill's vision of creating awareness about Importance of Succesion planning and providing the end to end solutions. Do connect for more such programs.... #DiLSEWiLL #MakeYourWillNow #Webinars


 

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