Inter-generational wealth planning.
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Inter-generational wealth planning.

Join us to plan your financial future.

Date and time

Wednesday, October 16 · 1 - 2pm PDT

Location

Online

About this event

  • Event lasts 1 hour

Engage the next generation to manage the wealth they inherit responsibly. In this workshop-style session led by Julia Chung, CEO of Spring Planning, we’ll explore the question: What does wealth mean to you? Expect to leave with tools about how to talk to your family on what matters to them regarding wealth planning.

Julia Chung, CEO of Spring Planning, is a prominent leader in the financial planning industry, specializing in personal, business, cross-border finance, governance, family business, and conflict resolution.

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