Finance 101: Generational Wealth Management - Helping Families Successfully Transfer Wealth

 

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Name: Finance 101: Generational Wealth Management - Helping Families Successfully Transfer Wealth
Date: October 11, 2018
Time: 7:00 PM - 8:00 PM PDT
Event Description:
Are you concerned about the impact of wealth on your heirs? Are your heirs prepared for the responsibility of wealth? Learn why some families succeed and others do not in the transition of inter-generational wealth. This workshop will also provide clear, easy-to-follow steps to help you successfully evaluate the readiness of your heirs and the strength of your 'must-have' wealth transition plan.

Finance 101 is a free program produced by the Walnut Creek Library Foundation. Space is limited. RSVP required. Register at www.wclibrary.org/finance101 or by phone at 925.935.5395.

Part of the Integra Group at Morgan Stanley based in Walnut Creek, George Noceti is a Wealth Adviser and Chartered Retirement Plans Specialist. He has appeared on KTVU, KGO, and KRON and is a frequent financial news contributor on KCBS and KGO radio. Also part of the Integra group, Paul Noceti is a Financial Planning Specialist who structures comfortable financial plans for clients based on their goals and needs. 

For more information about this and other WCLF programs, please visit www.wclibrary.org, or call 925.935.5395.
Location:
Walnut Creek Library (Oak View Room - 2nd Floor)
1644 N. Broadway
Walnut Creek, CA 94596 
Date/Time Information:
Thursday, October 11
7:00-8:00 p.m.
Contact Information:
925.935.5395
Fees/Admission:
Event is free.
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