Скачать или смотреть Preserving Generational Wealth

Join wealth transfer advisor Alaina Davalos and financial advisor Evan Kuykendall for an educational webinar designed to empower families with the knowledge and tools to build financial well-being across generations.

This session will explore strategies for managing and transferring wealth, helping to create your financial legacy.

Topics include:
• Tax Efficiency
• Asset Protection and Legal Considerations
• Passing Down Knowledge
• Morality and Fiscal Responsibility
• Asset Location and Allocation
• Lifetime Gifting

While all are welcome to attend our webinars, this event is designed for individuals who have saved at least $500,000 for retirement. Our presenters typically speak with that in mind.