June's Educational Events
Coffee & Conversation - Wednesday, June 11th at 9:30 AM (Catered by Panera)
Lunch & Learn - Wednesday, June 11th at 11:30 AM - SESSION FULL WAITLIST ONLY (Catered by Poppyseed Market)
Wine & Wisdom - Wednesday, June 11th at 4:30 PM - SESSION FULL WAITLIST ONLY (Catered by PF Changs)
Topic: Generational Wealth Conversations: Talking to Parents and Adult Children About Money
Why it’s so hard — and so important — to talk to family about money (adult children and parents)What to say (and what not to say) when discussing inheritances
What should a succession planning discussion look like?
How to talk to aging parents about their financial readiness
Tools for creating a family plan that reflects your values
Introduction to our June 25th LifePlan Family webinar, meant for children of clients.
