Topics To Be Discussed:

FAMILY WEALTH PLANNING: PREPARING THE NEXT GENERATION
Today’s investors seek to effectively transfer not just financial resources but the values of stewardship and social responsibility to the next generation. This discussion identifies challenges families face and provides a way to educate the next generation.

YEAR-END PLANNING CONSIDERATIONS
As the end of each year approaches it is important to discuss planning opportunities in the areas of income tax, charitable giving, retirement, and wealth transfer.