Wealth That Lasts Information Session
Tuesday, March 23, 2021
6:00PM - 6:45PM
The Wealth That Lasts course is designed exclusively for the unique requirements of high net worth individuals and families that want to learn more about how to build a process driven wealth management strategy based on their unique goals, values, and financial circumstances. You will learn how to block out the random "noise" of investment markets and focus on what is truly important. You will develop a personal business plan for investing and learn which responsibilities you can delegate and which you must retain. If you have questions about transitioning wealth to your next generation, you have inherited family wealth, experienced a liquidity event, or simply want to involve your spouse or other family members in managing your wealth, you should join us for this 45-minute informational session.