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.