Financial Education Workshop Series

Successfully transferring wealth to the next generation.

Family wealth transfers sometimes fail, damaging sibling relationships and affecting the impact you want your assets to have. Join us for a seminar to learn about common mistakes to avoid. We will also discuss tools and resources to help aid the family wealth discussion and how to communicate with clarity.

This is the second workshop in our series of financial education. This workshop is available in the afternoon and evening and is at no cost to attend. A free meal will be provided at each of the offered times.

Seating is limited, so RSVP today!

When:

Tuesday, July 19th

12:00 PM-1:30 PM OR 5:30 PM-7:00 PM

Where:

The Epicenter - San Andreas Conference Center

440 San Benito Street, Hollister, CA 95023

Hosted by:

Community Foundation for San Benito County

Presented by:

Grant Martin, MSF & Alexis Winder, Edward Jones Investments

RSVP

Send your RSVP by July 12th by calling 831-630-1924 or emailing Brenda at [email protected]. Inform her of which time you plan to attend.

Workshop Flyer

Feel free to share the workshop with those you know!