Description

Family Wealth Planning: Family Conversations and Preparing the Next Generation with Michelle McCarthy from Edward Jones, Monday, Feb 23, 10 AM – 11AM

Join us at our Monthly Golden Brunch Club! Each meetings objective will be to provide helpful monthly workshops & seminars for Seniors and those who are supporting, assisting, or looking out for the Seniors in their lives! Brunch worthy snacks or treats and refreshments will be provided.
All our Golden Brunch Club events are free, but you must be registered 1-week before the scheduled meeting date to attend. Register online or at the front desk.

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Michelle McCarthy from Edward Jones brings you context behind Family Conversations and Preparing the Next Generation. Let's get organized! We will talk about best practices for organizing your important documents, reviewing regularly for beneficiary designations and changes, having money conversations with family, and preparing the next generation!
SAVE SPACE MORE TO COME....

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Presenter: Michelle McCarthy, Edward Jones

Location

The Community House