FEPCMD Dinner Event - "Will the Family Wealth Unify or Divide the Family"
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Join Amy Castoro, CEO and President of The Williams Group, as she leads a discussion for advisors to gain comfort and skill in non-financial conversations regarding wealth transfer and engaging the next generation in families.
Amy will discuss the role of family dynamics on successful wealth transfer, and what separates the successful from the rest. Amy will share ways to identify potential areas of concern, approaches to minimize common risks to financial assets and family unity, and what you can do today to prepare your clients and start the conversation.
Agenda:
- 5:15 pm - Cocktails and appetizers
- 6:00 pm - FEPCMD Announcements
- 6:10 pm - dinner is served
- 6:30 pm - Amy Castoro - "Will the Family Wealth Unify or Divide the Family?"
- 7:30 pm - Conclusion
Cost to attend:
- Members (regular) - $85
- Next Gen Members (age 35 and under) - $65
- Non-members - $100
Cocktails, appetizers and dinner is included. Please make a note in the "Special Requests" section of the registration form if you have any dietary restrictions.
Please note: all credit card charges for events will be batched and processed within one week of the payment/reservation.
