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Wed, Oct 18



Brunch & Brainstorm

Topic: Talking with Your Adult Children About Money

Registration is Closed
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Brunch & Brainstorm
Brunch & Brainstorm

Time & Location

Oct 18, 2023, 11:30 AM – 12:30 PM EDT


About the event

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Topic: How to Talk to Your Children About Money

Join from the comfort of your home! Here's what we'll be talking about:

- How to bring it up in conversation. - What are the benefits of bringing it up now? - Common mistakes to avoid. - Is it good enough to just let your kids know “we’ve saved enough, and we are fine”? - How Should you let your Executor and Power of Attorneys know their roles? - Should you Introduce your kids to your professional team? (wealth manager, CPA, attorney, etc?)

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