San Francisco, California
London, United Kingdom
"An estate plan does very little to teach your children the value of a dollar. It doesn't address the need for giving back to a community or cause. It won't speak of the value of saving, or preserving wealth for their children one day. These intangibles are the very essence of Preparing Heirs."
Please join Prosperion Financial Advisors on August 7th for this special event for families with assets exceeding $3 million.
Learn how family dynamics play a critical role in the single biggest risk a successful family could face... transferring wealth to their heirs.
Featuring guest speaker Vic Preisser of the Institute for Preparing Heirs
Vic has extensive experience in coaching families and mentoring heirs as they work through their wealth transfer. He is managing director of the Williams Group, and co-founded the Institute for Preparing Heirs. He received his BS and MBA from Stanford University.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA, WI & WY.
When & Where
Prosperion Financial Advisors
For nearly 15 years, Prosperion Financial Advisors has been serving clients in Denver, Colorado and the surrounding area. Our advisors are experts at helping families make wise financial decisions in line with their values and making progress toward their goal. Backed by one the largest independent brokers in the United States*, LPL Financial. We are located in Greenwood Village, Colorado, just south of Denver in the Denver Tech Center.
*As reported by Financial Planning magazine, June 1996-2014, based on total revenue