Are you ready for the “money talk” with your children?

Are you ready for the “money talk” with your children?

Are your heirs ready to receive the wealth you will transfer? Do you know what conversations to have with them (and not to have) as you prepare your plan?

You’re invited to our July webinar where Wealth Advisors Matt Syverson and Derek Hensley will guide you through delicate but crucial conversations with your beneficiaries about future wealth transfer.

This session will cover:

  • Getting Your House in Order: Ensuring your finances are in optimal shape, including determining the appropriate amount to be allocated to your beneficiaries.
  • Age-Appropriate Approaches: Tailoring the discussion to fit the maturity and understanding of your beneficiaries.
  • Balancing the Impact: Understanding the potential effects of sharing too much or too little information.
  • Defining Objectives vs. Expectations: Aligning your financial goals with the hopes and expectations of your beneficiaries.
  • Focusing on What Matters: Identifying what would truly benefit and bless your loved ones.
  • Lifetime Gifting: Providing gifts during your lifetime to equip your beneficiaries for managing wealth and to gain insights into their financial behaviors and needs.

Don’t miss out – secure your spot today and take the first step towards a confident and informed wealth transfer plan.

This webinar is now over. You can watch the replay below or on YouTube here.

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