Please join us for the next session of our 2024 Wealth Transfer Preparation Solution Series on July 25, 2024, at 3:00 pm Mountain Daylight Time.
Speaker: Kristi Sullivan, CFP, Sullivan Financial Planning
Topics Covered:
- Parents’ concerns about aging
- Kids’ concerns about their parents aging
- Pros and cons of financial transparency between generations
- Timing of Discussions and Transitions
- How to Begin Tough Conversations
- Resources
- To-dos
