Free Seminar: Preserving Wealth Across Generations

When:
March 10, 2020 @ 3:00 pm – 4:30 pm
2020-03-10T15:00:00-04:00
2020-03-10T16:30:00-04:00
Where:
Ocean Pines Community Center
235 Ocean Pkwy
Ocean Pines, MD 21811
USA
Cost:
Free
Contact:
Recreation & Parks Department
410-641-7052

Presented by Carrie Dupuie of Raymond James. You’ve achieved a certain level of success and you understand that the privileges of significant wealth come with challenges in equal measure. Among those challenges is successfully passing your wealth and values on to the next generation. Let’s prepare you and your heirs for the great privilege and responsibility of financial stewardship. This class will teach you the basic concepts of how to try and preserve your family’s wealth across generations. For ages 18 and older. Admission is free but spaces are limited – call to reserve your seat.

 

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