LEAVING A LEGACY - UNDERSTANDING GENERATIONAL WEALTH

LEAVING A LEGACY - UNDERSTANDING GENERATIONAL WEALTH

Generational wealth is a term often tossed around in financial planning type of events. In the simplest of terms, it is the process of transferring assets from one generation to another with the goal of financially setting up future generations. Whether you are single or have dependents, is this something important for you?

Join us Oct 30th, 12:15pm for our LegalShield lunch and learn. We will go over the meaning of generational wealth, provide an overview of different ways wealth is created and transferred.

Please RSVP before attending - Very Limited Seating - Great Lunch Specials $10.99 - $13.99