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Office: 704-366-5776 or 563-355-3342
Wed, Oct 18
|Zoom
Brunch & Brainstorm
Topic: Talking with Your Adult Children About Money
Registration is Closed
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Time & Location
Oct 18, 11:30 AM – 12:30 PM EDT
Zoom
About the event
Register by clicking here: https://us06web.zoom.us/webinar/register/WN_TBdODgdoTMyJ8o06l1RJfg
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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