Broker Check
23 April
Family Wealth Management *POSTPONED*

Organizer

Brittany Dean bmdean@wradvisors.com

Presenter

Dan Fearnow, CIMA

Description

MFS PRESENTS: FAMILY WEALTH MANAGEMENT

GENERATIONAL WEALTH CONVERSATIONS

   

MFS Host: Dan Fearnow, CIMA - Director

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:

–Account openings

–Gifting discussions

–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

**SEATING IS LIMITED**

THERE IS NO COST TO YOU, DINNER AND REFRESHMENTS WILL BE INCLUDED.

RSVP BEFORE FEBRUARY 10TH TO BRITTANY DEAN BMDEAN@WRADVISORS.COM OR 303.626.2447

 

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. 01/20

Date and Time

Thu, Apr 23, 2020

7:00p - 9:00p MST

Location

Indulge Bistro & Wine Bar - Southglenn Shopping Center

6955 S York Street
ste 406
Centennial , CO 80122
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