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Preparing the Next Generation for Wealth Transfer: Key Insights and Strategies 00:10:00

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Matt Syverson, CFP®, CAP®, Managing Partner & Senior Wealth Advisor. With a financial planner for a dad and a nurse for a mom, Matt Syverson always knew he wanted to serve people in his career. After graduating from the University of Iowa with a psychology degree and a paramedic certification, Matt served several years in an ambulance on the streets of Tucson and Denver.

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