This month's workshop focuses on leaving a legacy and generational wealth building. Want to know how you can build wealth (which sounds much fancier than it really is), how you can receive it from older generations, and how to pass it on to future generations? This is the workshop for you!

Register here: https://zoom.us/meeting/register/tJMuf-qorD0rHtTP0lVMvaE8qLGlzEsSalzB

Break Out Discussion topic:

• How did you see wealth or lack of wealth growing up?

Presentation topics:

• How soon do you start talking about money with kids

• Investments

• 529 accounts 

• ABLE accounts

• Retirement

• Investment Accounts

• Small business & Homeownership

• Estate Planning 

• Wills, trust, and other resource