Navigating Inheritance with Confidence
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Receiving an inheritance can bring more than financial decisions, it can also come with unexpected emotions.
Join us for a Ripple Event designed to help those receiving or leaving an inheritance better understand the practical and personal side of inherited wealth.
Patricia Spies, CFP®, from our Johnson Bixby team and Megan DeBoer, a Financial Recovery Counselor, will discuss:
• What to do first after receiving an inheritance
• Tax basics for inherited assets like IRAs, brokerage accounts, and real estate
• How to make thoughtful, values-aligned financial decisions
• And more
Join us for a Ripple Event designed to help those receiving or leaving an inheritance better understand the practical and personal side of inherited wealth.
Patricia Spies, CFP®, from our Johnson Bixby team and Megan DeBoer, a Financial Recovery Counselor, will discuss:
• What to do first after receiving an inheritance
• Tax basics for inherited assets like IRAs, brokerage accounts, and real estate
• How to make thoughtful, values-aligned financial decisions
• And more
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Where is it happening?
The Ripple Space, 275 W 3rd St, Vancouver, WA 98660, United States
Event Location & Nearby Stays:
Know what’s Happening Next — before everyone else does.
Host or PublisherJohnson Bixby
