Tuesday, August 22nd, 4:00pm ET / 3:00pm CT / 1:00 pm PT
We're proud to host a virtual event for families that focuses on having honest, meaningful conversations to remove the stigma of talking about money.
Whether you're part of the sandwich generation and are unsure how to ask if your older parents are prepared for the future, or if you're preparing for a wealth transfer yourself and need to broach the subject with your adult children, our experts will share their thoughts on how to create an open dialogue and take actionable steps to solidify a secure future for your family.
If you are unable to attend, the session will be recorded and the replay will be available for a limited time.
Our Speakers
Sheila Schroeder
Consultant, Regional Head of Business Development
Razi Hecht, CFP®
Financial Advisor, Delafield Office Lead
Julie Williams, ADPA®
Financial Advisor
Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC, Private Ocean, LLC, and Sage Financial Advisors, LLC, separately registered investment advisers and subsidiary companies of NFP Corp.
Wealthspire Advisors, 521 5th Avenue, 15th Floor, New York, NY 10175
