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Preparing Heirs - Presented by Prosperion Financial Advisors

Prosperion Financial Advisors

Thursday, August 7, 2014 from 5:30 PM to 8:00 PM (PDT)

Preparing Heirs - Presented by Prosperion Financial...

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Ticket Type Remaining Sales End Price Fee Quantity
Admission - Family Ticket 99 Tickets Ended $50.00 $0.00

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Event Details

"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.


Hosted by:

 


Securities & Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The Institute for Preparing Heirs is not affiliated with LPL Financial.

 

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.



Have questions about Preparing Heirs - Presented by Prosperion Financial Advisors? Contact Prosperion Financial Advisors

When & Where


The Studio Loft
908 14th St
Denver, CO 80202

Thursday, August 7, 2014 from 5:30 PM to 8:00 PM (PDT)


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Organizer

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

 

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