2022.10 Successfully Transferring Wealth to the Next Generation
Successfully Transferring Wealth to the Next Generation
Join me for this timely investment seminar on October 6th @ 11AM
Mulligan's in Sun City
150 Dove Hollow Trail
Georgetown, TX 78633
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 me 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.
HOSTED BY: Chris Gleason - Edward Jones
Special Guests: Jason Grimes - MFS Investment Management
Kristine Warren - Warren Law P.C., Attorney & Mediator
RSVP: (512) 930-7066 by September 30, 2022
Lunch is provided, feel free to bring a friend.
Date and Time
Thursday Oct 6, 2022
11:00 AM - 1:00 PM CDT
Thursday, October 6, 2022 @ 11AM
Location
Mulligan's in Sun City
150 Dove Hollow Trail
Georgetown, TX 78633
Fees/Admission
Complimentary Seminar and Lunch
Please RSVP at 512-930-7066
Contact Information
Chris Gleason - 512-930-7066
Send Email
Printed courtesy of www.georgetownchamber.org/ – Contact the Georgetown Chamber of Commerce for more information.
1 Chamber Way, Georgetown, TX 78626 – (512) 930-3535 – info@georgetownchamber.org