How to do the right thing the right way.
A WEBINAR FOR PARENTS AND GRANDPARENTS.
Wednesday, September 23, 2020 @ 4PM
Grandparents often want to help financially and it is important to do so in a manner that is most beneficial to all parties AND does not jeopardize the child's eligibility for benefits. We will present guidance in aligning good intentions with the appropriate plan.
- Prioritizing financial independence and avoiding common planning mistakes.
- Financial strategies especially appropriate in 2020
- Tips to talk with family about multigenerational financial planning.
Join us! Please complete the form below to Register.