ECHO | Module 2 | Quiz
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Question 1 of 4
1. Question
What were the TWO reasons stated why families are not successfully transferring wealth? (Select both that apply)
*Please note, you must score 100% on each quiz in order to advance to the next section. This is to ensure learning as well as earn CE credits.
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Question 2 of 4
2. Question
What were the 4 ISM’s that Jeff Condon discussed in the article provided? (Select all that apply)
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The answers to this question were highlighted in the article from this section, “Periscope from the Grave. Helping Families Improve Legacy Outcomes.”
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Question 3 of 4
3. Question
ECHO is about engaging….
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Question 4 of 4
4. Question
What is the percentage of estates over $5 million that are being managed by women?
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