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:
Learn from industry expert Whitney Webb, Founder of Launch Generation, about preparing the next generation of Wealth Holders and Business Owners.Meet the Presenter
This event is free to attend! Thank you to our Sponsors:
This meeting is sponsored by The Founders Group and Strazzeri Mancini LLP.
This meeting will be held at Maggiano’s South Coast Plaza.
Address: 3333 Bristol Ave. Costa Mesa, CA 92626