Talking about money is awkward and anxiety-producing, but early conversations and education are imperative for the future of families and economies. Take part in an interactive session with the founder of Launch Generation, high caliber programming for teenagers focused on financial literacy, leadership, and entrepreneurship. Hear stories and best practices from years of experience working with families, from the transfer of wealth to the transfer of a business. Leave with an understanding of the concerns families have and the advice and resources you can recommend as a trusted advisor.
- Understand the need for next-generation education and engagement
- Identify differences and trends of working with Millennials and Generation Z
- Best practices for families and advisors to begin the educational journey
About the Presenter:
Hear from industry expert, Whitney Webb, Founder of Launch Generation.Meet the Presenter
This event is free to attend! Thank you to our Sponsors:
The Founders Group and Strazzeri Mancini LLP
This meeting will be held at Club M at Fairmont Grand Del Mar.
Venue Address: 5200 Grand Del Mar Way, San Diego, CA 92130