Giving Your Money and Things to Your Children Without Ruining Their Lives
Presented by Eric Green CPA CFP® AIF®
Purpose Financial Advisors LLC, Investment Specialist
Will you leave behind a Blessing or a Curse? You can’t take it with you. But the wealth you leave behind could be the best thing that ever happened to your loved ones – or the worst. Even if your nest egg is small, it can have a huge impact on the next generation. All it takes is a little planning.
Eric will share some insights from his experiences and from financial planner Ron Blue’s book on advising clients to thing about values, stewardship, the process of Wealth Transfer.
Eric Green, one of our members, provides investment advisory and planning services and has worked extensively with individual investors and business owners, helping them address retirement and estate planning needs. He is an informative and entertaining presenter and is extremely grounded in values.
Where: The MAC (Museum of Arts and Culture)
When: 11:00am Program, 12:00pm Lunch and Discussion
Cost: Free for INWPGC members; Guests are $20