"Wealth Management for a Brave New World" - CE Presentation & Breakfast for Professional Advisors
The structure of the family has changed dramatically since the 1950's, when many of our traditional estate, charitable and financial planning strategies were developed. This presentation will provide an overview of changing generational attributes, marital practices and family structures, and examine their implications for planning, trust design and family collaboration and governance.
Join with other Professional Advisors on Tuesday, October 8th to hear our speaker R. Hugh Magill address these timely topics! See the attached flyer for CE information, event schedule, speaker bio, and RSVP information.
Be sure to register before September 25th!