22
May
Intergenerational Planning and Wealth Transfer
Description
-How do I start planning finances across generations?
-What parts of my financial plans should I discuss with my kids/parents?
-What are steps I can take now to make transferring wealth easier?
-Who are key professionals to have on my team?
-Is having just a Will enough?
Presented by Matthew Tyo, RICP® a financial advisor with over 10 years experience working with individuals and improving their financial plans.
Matthew Tyo, RICP®
Financial Advisor
Cetera Investors
111 Founders Plaza, Ste 300
East Hartford, CT 06108
Tel: 860.282.4600 x316
https://teamtyo.ceterainvestors.com/
Matthew.tyo@ceterainvestors.com
-What parts of my financial plans should I discuss with my kids/parents?
-What are steps I can take now to make transferring wealth easier?
-Who are key professionals to have on my team?
-Is having just a Will enough?
Presented by Matthew Tyo, RICP® a financial advisor with over 10 years experience working with individuals and improving their financial plans.
Matthew Tyo, RICP®
Financial Advisor
Cetera Investors
111 Founders Plaza, Ste 300
East Hartford, CT 06108
Tel: 860.282.4600 x316
https://teamtyo.ceterainvestors.com/
Matthew.tyo@ceterainvestors.com
Date and Time
Sat, May 22, 2021
9:00a - 10:00a PST