Webinar - Passing the Financial Baton: 5 Steps for a Successful Family Meeting | Webinar

Host:

  CLAUDINE SCHROCK
Senior Account Manager
Claudine works directly with clients to respond to all of their account needs and concerns, from recommending suitable investment strategies to expediting day-to-day transactions. She joined Adviser Investments in 2014.
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Overview:

PASSING THE FINANCIAL BATON:
5 STEPS FOR A SUCCESSFUL FAMILY MEETING

Wednesday, June 27, 2018
2:00 p.m. to 2:30 p.m. (EDT)

This event will feature a short presentation as well as a question and answer session with Senior Account Manager Claudine Schrock. Fill out the form on this page to register today!

As people have begun living longer, family dynamics have changed. It’s not uncommon for adult children to be called upon to make important decisions for three generations: Themselves, their children and their aging parents. If you’ve found yourself bearing this burden of responsibility, you know it can be overwhelming and confusing. The good news is that you don’t have to face it alone.

In the webinar, Claudine will share valuable insights from our firm’s decades of experience guiding clients through the successful transfer of wealth and financial responsibility between generations. She’ll also cover how a professional can help your family navigate these situations.

Can’t make the webinar? Click here to sign up for the replay only.

Register for 5 Steps for a Successful Family Meeting

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