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CANCELLED: Transfer of Wealth in Families: for Donors
April 17, 2018 @ 11:30 am - 1:00 pm
We are on the precipice of the largest wealth transfer in history; an estimated $3.2 billion will be transferred from Baby Boomers to their kids in the coming years. Join presenter Scott Paan of Paan/DeYoung Wealth Management–UBS Wealth Management as he shares how he both helps clients with wealth conversations and also guides these conversations in his own family and personal giving. Lunch is provided, and validated parking is available in the surface lot behind the Foundation. Reserve your spot by contacting firstname.lastname@example.org.