Create a Successful Family Wealth Transfer Plan

Schedule

Tue May 14 2024 at 06:00 pm to 08:00 pm

Location

King's Fish House | San Diego, CA

Learn how to set up a plan to pass on wealth to future generations at our event!
About this Event

Create a Successful Family Wealth Transfer Plan

Family wealth transfers sometimes fail, damaging sibling relationships and affecting the impact you want your assets to have. Join me for a seminar to learn about common mistakes to avoid. We will also discuss tools and resources to help aid the family wealth discussion and how to communicate with clarity.

Hosted By: Marcos Mendoza, Financial Advisor, Edward Jones

John Wadsworth, Sr. Regional Consultant, MFS Investment Management

Dinner will be provided and please bring a guest!

Space may be limited. Reserve your spot today!

Where is it happening?

King's Fish House, 825 Camino De La Reina, San Diego, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

Create a Successful Family Wealth Transfer Plan

Schedule

Location

Where is it happening?

Host or Publisher Marcos Mendoza, Financial Advisor, Edward Jones

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