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Transitioning Family Wealth: 3 Key Pillars for Success
Thu, May 01
|LIVE Webinar
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Time & Location
May 01, 2025, 12:00 p.m. – 1:00 p.m. MDT
LIVE Webinar
Guests
About the event
Planning your legacy is about more than just finances—it’s about open conversations and thoughtful strategies. Join us for this insightful session on how to navigate family discussions and create a meaningful wealth transfer plan.
🔹 Communicate – Prepare for productive family conversations
🔹 Consider – Align your wealth transfer plan with family dynamics
🔹 Plan – Build a financial strategy that adapts to the future
Start the conversation today. Register now!
Colleen Gillam-Judd, CFP
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