INWPGC presents “Splitting Heirs”

Giving Your Money and Things to Your Children Without Ruining Their Lives

Presented by Eric Green CPA CFP® AIF®
Purpose Financial Advisors LLC, Investment Specialist

Will you leave behind a Blessing or a Curse?  You can’t take it with you.  But the wealth you leave behind could be the best thing that ever happened to your loved ones – or the worst.  Even if your nest egg is small, it can have a huge impact on the next generation.  All it takes is a little planning.

Eric will share some insights from his experiences and from financial planner Ron Blue’s book on advising clients to thing about values, stewardship, the process of Wealth Transfer.

Eric Green, one of our members, provides investment advisory and planning services and has worked extensively with individual investors and business owners, helping them address retirement and estate planning needs.  He is an informative and entertaining presenter and is extremely grounded in values.

Cost: Free for INWPGC members; Guests are $20

Membership
Your membership with INWPGC entitles you to attend our 6 programs each year (lunch is included). The programs are a great way to grow professionally while networking with others in the planned giving community. All in all, it’s a great bargain. If you are not a current member of INWPGC, please join or renew today.