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December

Wealth Across Generations: How to Plan, Communicate, and Execute the Smooth Transfer of Assets and Values From One Generation to the Next

The silent worry many of us carry – will our family be able to manage and preserve the wealth and values we’ve worked so hard to build? The thought of miscommunication or misunderstanding within the family, potentially leading to conflict or loss of hard-earned assets. This workshop is your stepping stone to peace of mind. We provide not just the technical know-how but also the emotional intelligence to bring your family together in this critical conversation.

About this workshop:

Imagine a family gathering where, instead of unresolved tensions about the future, there’s a shared understanding and a clear plan for passing on the family’s legacy. This is what we aim to achieve in our upcoming workshop, “Wealth Across Generations,” at the Lewes Public Library on Wednesday, December 18, 2024, from 1:00 PM – 2:00 PM EST. Here, we’ll unravel the complexities of wealth transfer, transforming what can often be a source of family stress into a process that strengthens family bonds and ensures the longevity of your values and assets.

What to Expect:

  • Insightful Statistics: Discover the reality of long-term care needs versus common perceptions.
  • Engaging Stories: Walk through the journeys of two families as they navigate the delicate process of wealth transfer, learning from their successes and challenges.
  • Effective Communication: Master the art of family conversations around wealth – it’s not just about numbers, but about dreams, aspirations, and legacies.
  • A Structured Approach: Discover a four-step process tailored to smoothly transition wealth and values to the next generation.
  • Financial Education: Break down complex financial concepts into understandable and actionable information.
  • Interactive Experience: Participate in discussions and activities designed to make the learning experience personal and relatable.
  • Personalized Guidance: Gain insights from a financial expert who understands the emotional and practical intricacies of family wealth management.

Join us for an afternoon that promises to be more than just a workshop – it’s a gateway to securing your family’s future and fortifying the bonds that make your family unique. Let’s turn the daunting task of wealth transfer into a journey of unity and shared purpose.


About the Presenters:

This educational workshop will be presented by Kenneth Reese, MSFS, CPWA®, CFP®, CIMA®, CLU®, ChFC®, EA, Partner and Financial Advisor of Black Diamond Financial Solutions and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council. 

Kenneth graduated from Penn State University, focusing on finance and law, and has over ten years of wealth management experience. He is passionate about developing tax-centered financial planning strategies and is committed to lifelong learning and client empowerment.

This workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing.

Registration is requested and walk-ins are welcome, as space allows. To register by phone, call 302-298-3250.

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Date

Dec 18 2024

Time

1:00 pm - 2:00 pm

Labels

Library Workshop
Lewes Public Library

Location

Lewes Public Library
111 Adams Ave, Lewes, DE 19958
Category
Kenneth Reese, MSFS, CPWA® CFP®, CIMA®, CLU®, ChFC®, EA, AEP®

Organizer

Kenneth Reese, MSFS, CPWA® CFP®, CIMA®, CLU®, ChFC®, EA, AEP®
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