Giving to the Next Generation Online
If you want to start the young people in your family on the right track toward financial security, there is no better way than mentoring them through real-life experiences. Join personal portfolio manager Julie Jason to find out ways to do so including a tax-free gifting program that leverages time and creates an attitude of saving and investing. Another is to discuss how financial and estate plans need to be coordinated Learn the importance of talking with children about not only their futures but also yours.
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- Wednesday, December 14, 2022
- 1:00pm - 2:00pm
- This is an online event. Event URL will be sent via registration email.