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Upcoming Events

Giving to the Next Generation: Educating and Mentoring Young People


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. One way is to set up 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. If you are charitably inclined, should you set up a private foundation? This session will help you bring younger generations into a conversation that will guide them and you as the future unfolds, including when children need to start their financial and retirement planning.