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Join Our Generational Wealth Planning Seminar

On Behalf of | Nov 30, 2021 | Firm News

Johnston, Kinney & Zulaica LLP’s Managing Partner, Yulissa Zulaica, is teaming up with Brio Financial Group for an hour long virtual session on December 3, 2021 to discuss generational wealth.

One would think that giving money away would be easy but there are commonly made missteps which may end up costing you or your heirs a great deal of money and emotional anguish. Brio’s Matt Beck and Brandon Miller will join the discussion to dive into some of the issues they encounter with their clients.   This webinar will help guide you through a range of available wealth-transfer tools. The speakers will also cover the emotional aspects of generational wealth planning, including tips on how to discuss sensitive topics with family members.

The online session begins at 12:30 p.m. PST on December 3. Please share the link below with your friends, family or colleagues who also want to learn how to transfer their wealth in a smart way.

Link to webinar: