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Welcome to Nuveen
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Financial Professional
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  • Global Cities REIT (GCREIT)
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Advisor Education

Wealth transfer readiness assessment

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Take the assessment

The assessment will help you measure your preparedness to successfully capture wealth transfer assets. This three-part assessment should take approximately three minutes to complete.

Once completed, you will see where your business is already successfully positioned to capture and retain these assets --as well as aspects of your model to amplify.

Then you can choose from a menu of options designed to help you go further. These range from actionable ideas -- including a multigenerational event guide – to a live consultation with one of our Advisor Education specialists.

For financial professionals only.

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You are on the site for: Financial Professionals and Individual Investors. You can switch to the site for: Institutional Investors or Global Investors

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You are leaving the Nuveen website and going to the website of the MI 529 Advisor Plan, distributed by Nuveen Securities, LLC.

The Nuveen website for institutional investors is available for you.

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You are about to access our website for Nuveen Churchill Private Capital Income Fund (“NC - PCAP”)

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