Passing on Prosperity

Undivided Experience Center

Mastering the Art of Family Wealth Transfer

<h3>True wealth transfer transcends numbers—it focuses on preserving family values, encouraging honest communication, and building a legacy that endures.</h3> <h3>Join us for an insightful seminar where experts and real families share strategies for successfully passing on wealth while fostering unity and strong relationships across generations. What to Expect: </h3><ul><li>Understand Family Dynamics Discover how finance can shape family relationships and why communication is essential in successful wealth transfers. </li><li>Master Financial Conversations Learn practical tools for navigating challenging financial discussions with loved ones. </li><li>Explore Estate Planning Gain valuable insights into essential estate planning steps to ensure a smooth wealth transition with an Estate Planning Attorney. </li><li>Hear from Real Families Engage with a client panel who will share their experiences with wealth transfer, including how they integrated philanthropy and family values into their legacies.</li></ul> Speakers Gary Baker, Managing Partner and President, Undivided Wealth ManagementKim Rubenstein, CFP®, Managing Partner and Director of Financial Planning, Undivided Wealth ManagementMichael Maglairi, an attorney with an emphasis on estate planning, probate, trust and tax law.Nile and Terry Ramsbottom, Mentors &amp; Philantropists; Nile is an author and retired CEO of Renewable Energy Group.Jerry Carlson, Leader, Mentor, and Retired Managing Partner at KPMG Whether you're beginning to think about estate planning or seeking to refine your family's wealth transfer strategy, this seminar will provide valuable insights to help you master the art of passing on prosperity. Register today to secure your spot in this essential conversation on family wealth transfer! This is an in-person event held at the Undivided Experience Center.

Agenda

Learn how finance can impact family dynamics, plus the importance of family communication in wealth management.  Understand the steps to complete for an effective estate planning process. Hear real-life stories from clients regarding challenges and best practices regarding their wealth transfer. 

Seminar & Client Panel Discussion

Enjoy refreshments and appetizers following.

Social Hour

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Passing on Prosperity

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