Calendar of Events
Building Legacies that Last with Rick Rodgers, CFP®, of Rodgers & Associates
March 28 @ 7:00 pm - 8:00 pm
Building Legacies that Last may dramatically change the way you think about preparing your heirs for wealth and responsibility . . . discoveries practiced by families that have experienced estate transitions.
Researchers tell us we are about to go through the largest generational wealth transfer in history. Most families are not prepared to pass on wealth to the next generation. Will the years, even decades, spent building and shepherding wealth by parents be lost or wasted by the next generation? Will it shatter family harmony or be used by the beneficiaries in a manner that furthers development and life goals . . . without sacrificing family cohesiveness?
This presentation will explain the key drivers to post-transition success used by wealthy families to pass their values and assets onto the next generation. The future of estate planning must go beyond just preparing assets to be transferred, it must include preparing the heirs for the responsibility they will inherit.