Tuesday, April 2, 2024

11 am Pacific

Noon Mountain

1 pm Central

2 pm Eastern

Most of us were raised by the "greatest generation" who taught us wonderful values including generosity. On this call we'll explore how and what we learned about giving, then how we earned our wealth and think about leaving our wealth to our children. Do we leave them sufficient wealth but not enough to materially alter their lives? If so, what should we hold in reserve for our own care, what to give to family and what's left? That is when the hard work starts — deciding where and how to make "impact" gifts while you are living.

Paul has created a valuable financial life plan Excel sheet. This would be helpful to look at before the call.

CLICK HERE​​ to download the document.