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Escalent - Lisa Viselli
Lisa Viselli
CMO
17430 College Parkway
Livonia, MI 48152
+1 734 779 6851
lisa.viselli@escalent.co

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  • Tuesday, June 25, 2024

    Join our investor experts, Steve Ethridge and Kristin Hall as they share insights and a first look at our new Cogent Syndicated report Trajectory of Intergenerational Wealth Transfer™ . Steve and Kristin will dive into our research and provide data on how financial institutions can develop marketing plans to capture inheritance assets.

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