Productive and Purposeful Financial Planning Between Generations (Maryland/Hybrid)

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I have seen first hand how uncomfortable and performative people can be when it comes to money and transferring wealth. I believe in healthy communications between parents and their children when it comes to financial planning for the future that lies ahead. Through the right strategy, guidance, and script - parents and their children can be ready to have an incredibly productive conversation about their money and how to best serve their family. This includes estate planning, asset protection, division of assets to heirs, wealth activation, wealth protection after inheritance. You have worked hard for your money, and it is important to make sure it will last for as many generations as possible. Let's learn together how to make that happen.

Please note: Must have an active OLLI membership to enroll in this course.

There are still openings remaining at this time.