Date/Time

July 19, 2022 July 19, 2022
05:30 PM until 07:00 PM

Financial Education Workshop: Transferring Wealth to the Next Generation.

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.

July 19.

The Epicenter

San Andreas Conference Room

440 San Benito Street

Hollister.

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 protected]

Event Type:

Workshop-Training

Additional Information