Successfully Transferring Wealth to the Next Generation
Name:
Successfully Transferring Wealth to the Next Generation
Date:
October 6, 2022
Time:
6:00 PM - 9:00 PM PDT
Event Description:
Create a Successful Family Wealth Transfer Plan
Family wealth transfers sometimes fail, damaging sibling relationships and affecting the impact you want your assets to have. Join Edward Jones Financial Advisor, Jeanie Alessandrini; MFS Director, Bill Gevov; and Thatcher Law Group Attorney, Laura Thatcher for a seminar to learn about common mistakes to avoid. We will also discuss tools and resources to help aid the family wealth discussion and how to communicate with clarity. Dinner will be provided and please bring a guest! Spaces are limited, so please reserve your spot today by calling 310-372-0850 by October 3, 2022.
Family wealth transfers sometimes fail, damaging sibling relationships and affecting the impact you want your assets to have. Join Edward Jones Financial Advisor, Jeanie Alessandrini; MFS Director, Bill Gevov; and Thatcher Law Group Attorney, Laura Thatcher for a seminar to learn about common mistakes to avoid. We will also discuss tools and resources to help aid the family wealth discussion and how to communicate with clarity. Dinner will be provided and please bring a guest! Spaces are limited, so please reserve your spot today by calling 310-372-0850 by October 3, 2022.
