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Financial Education Workshop: Transferring Wealth to the Next Generation.
July 19, 2022 @ 5:30 pm - 7:00 pm
Family wealth transfers sometimes fail, damaging sibling relationships and affecting the impact you want your assets to have. Join us 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.
San Andreas Conference Room
440 San Benito Street
12:00 – 1:30 p.m. or 5:30 – 7:00 p.m.
Hosted by: Community Foundation for San Benito County
Presented by: Grant Martin,
MSF & Alexis Winder, Edward Jones Investments
A meal will be provided.
Seating is limited.
RSVP by: July 12 at 831-630-1924 or email@example.com