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.