MFS PRESENTS: FAMILY WEALTH MANAGEMENT
GENERATIONAL WEALTH CONVERSATIONS
Family wealth transfer is not just about getting financial assets to the next generation. It is also about how to pass on what we think is important AND how to avoid damaging our children's relationships with each other.
Engage family members early and often:
–Joint meetings with advisors
Educate for tomorrow:
–Who: to talk to when the time comes
–How: to avoid mistakes
–What and where: documents and accounts
Presenter: Doug Orton, CRPC
Doug Orton, CRPC®, is a vice president and business development consultant at MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management® (MFS®). In this role, he is responsible for marketing MFS’ individual retirement products and training the firm's sales team on retirement topics. He also delivers best‐practice ideas to advisors and managers from across the industry.
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Waddell & Reed is not affiliated with Dan Fearnow or MFS. This is meant for educational purposes only. It should not be considered investment advice, nor does it constitute a recommendation to take a particular course of action. Please consult with a financial professional regarding your personal situation prior to making any financial related decisions. 08/20
Date and Time
Wed, Sep 16, 2020
5:00p - 6:00p MST