Multigenerational Planning For Wealth Preservation (SMTX09/20)
October 24, 2019 @ 8:30 am - 12:00 pm| $160
A large amount of money will pass from the baby boomers to future generations over the next few decades. Given this sizable transfer of wealth, successful CPAs must be equipped to advise not only their existing clients, but also their clients’ children, grandchildren and even parents. We will discuss multi-generational planning and strategize on ways of meeting the financial goals of individuals across generations.
Anthony Rocca, CPA