Equipping Your Family For Financial Success: Lifetime Giving and Family Engagement
Presented by: David Munn, CFP® and Laura Noble Walker, JD
How can you as parents and/or grandparents most effectively use and gift financial resources to help — and not hurt — generations of your family?
The Legacy Roundtable Event will focus on:
Planning opportunities and the tax implications of gifting to family during your lifetime vs. an inheritance
Preparing your family for long-term care needs with irrevocable trusts vs. lifetime giving
How to engage with your family through family meetings, family retreats and family giving
Roundtable Discussion to exchange thoughts, ideas and perspectives among attendees
On Tuesday, April 18 at 6:00 PM, join us at Urban Pine Winery for a roundtable discussion about building your living legacy. Drinks and light hors d’oeuvres will be provided.
If you have adult children or grandchildren, this roundtable is for you!