PAST SEMINAR : A Matter of Trust(s)
Empowering Our Next Generation to Thrive
2014 Aspen Summer Seminar
~$36 trillion will be distributed to heirs by 2061
Some will be destroyed by money and silence
Others will inherit wisdom and grow
Families who talk openly, honestly and share family stories
create the best estate plans
Will you leave your family confused or empower your family to thrive?
Your Panelists*
- Jim Aresty
- Kelly Boggs, CPA
- Jeanne C. Doremus, Esq.
- Melinda Goldrich
- Bryan Knoebel
- Jay Webster
- Ginni Galicinao
*Click on individual names for additional information
Questions to Ask
- What are the deeper questions and conversations you want to have with your advisors and family?
- What role does your family story play in your estate planning and empowerment of your heirs?
- What type of relationship do you want between your heirs, their trustees and other advisors?
During our seminar, you will develop tools and strategies for exploring these important questions with your family and your advisors.
When and Where
WHEN: Wednesday, August 20, 2014, 8:00 – 11:30 AM
WHERE: The Grand Salon. The Little Nell, Aspen, Colorado
COST: $100 per person
UPCOMING EVENTS
Info at: Upcoming Events
SPEAKERS BIOGRAPHIES
Info at: Speakers Past and Present
PAST EVENTS & WORKSHOPS
Info at: Past Events and Workshops
IMPACT OF WEALTH PODCAST
