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A seat at the table: Preparing your next generation for your financial legacy
Wealth transfer isn’t just about documents and accounts. It’s about relationships and readiness. This webinar aims to help clients understand how to engage their next generation in meaningful financial conversations now, to help ensure nothing is left to chance later.
May 28 | 3 p.m. CT | 4 p.m. ET
Key talking points
- The questions your kids (or grandkids) may already be asking (even if they haven’t asked you yet)
- How to have an honest, productive money conversation with adult children at any stage of life
- Understanding what the next generation cares about—from crypto to values-based investing
- Turning estate planning into a family conversation, not just a legal exercise handled by attorneys
- How Mariner’s resources may help support your family’s financial story across generations
Host:
Steve Christensen, CFP®, CTFA
Managing Director & Senior Wealth Advisor
Speakers:
Breanna Seech, CFP®, CPWA®, CRPC®
Director & Senior Wealth Advisor
Benjamin Voelker, CFP®, CPWA®, CEPA®
Managing Director & Senior Wealth Advisor
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Webinars are provided for informational and educational purposes only. They do not consider any individual or personal financial, legal, or tax circumstances. As such, the information contained herein is not intended and should not be construed as individualized advice or recommendation of any kind. Where specific advice is necessary or appropriate, individuals should contact their professional tax, legal, and investment advisors or other professionals regarding their circumstances and needs.
Any opinions expressed in the webinars are subject to change without notice. The information provided herein is believed to be reliable, but we do not guarantee accuracy, timeliness, or completeness. It is provided “as is” without any express or implied warranties.
There is no assurance that any investment, plan, or strategy will be successful. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results, and nothing herein should be interpreted as an indication of future performance.
Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.