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27 March
Savvy Generational Planning: How to Plan, Communicate, and Execute the Smooth Transfer of Values and Assets Through the Generations

Description

Traditional “estate planning” doesn’t really cover everything that needs to be discussed. Your legacy is far more than just tangible assets—it includes values, family history, and proper preparation.

Attend this complimentary workshop and you will learn:

• What good and bad generational planning look like

• Why communication between generations can be so hard

• What it means to define family culture

• What it looks like to set family goals

• How values, traditions, and models of behavior can be passed on

• The importance of teaching financial concepts to the next generation

• How to successfully prepare heirs and executors

• A four-step process to planning and executing the transfer of your values and assets

RSVP Today! Lori J. Ellingson, TEXT 541-329-4868

or ellingsonl@agatefp.com 

Date and Time

Wed, Mar 27, 2024

5:00p - 6:00p PST

Location

Newport Public Library

35 NW Nye St.
Newport , OR 97365

Note

Newport Public Library: 541-265-2153

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Event Registration