Generation Preservation
Schedule
Wed Aug 31 2022 at 06:00 pm to 07:30 pm
Location
The BoatHouse Club | Canandaigua, NY
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Join us for this class hosted at The BoatHouse at Seager Marine. Glen will discuss the importance of clarifying, chronicling, and managing your personal information to help individuals and their families demystify financial matters that make a significant difference in each unique legacy. Anyone who has ever lost a loved one or had to untangle and liquidate an estate will understand the value of having a guide to help make decisions for those who are unable to do it themselves. Students will be provided a complimentary version of the book to be filled in after class.Please note: A Happy Half Hour will take place from 6:00pm-6:30pm, and the class will begin at 6:30pm. Students will be welcome to a complimentary happy hour or non-alcoholic drink of choice. Although not required, students are encouraged to bring a notebook and pen or pencil to take notes.
Age:
This class is appropriate for all ages, although anyone under the age of 18 should be accompanied by an adult.
Location:
This class will take place at the BoatHouse Club at Seager Marine, located at 811 S. Main Street, Canandaigua, NY 14424.
About the teacher:
Glen Cone, author of Generation Preservation, currently works as an AFC (Accredited Financial Counselor) helping to advise, teach, and coach on a variety of financial matters. He holds a BA in Sociology, is a Dale Carnagie graduate, and has 15+ years experience as a financial advisor (he is currently retired). He has deep local roots, strong core family values, and a great professional perspective for this work, for which he is very passionate about. He has presented and taught his work several times. In his spare time, he enjoys painting barn quilts, playing pickleball, is active in Freemasonry, and loves to travel near and far.
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Where is it happening?
The BoatHouse Club, 811 South Main Street,Canandaigua,NY,United StatesEvent Location & Nearby Stays:
