NVEPC Membership Meeting: Leaving a Lasting Legacy
Please join us for a group viewing of the live NAEPC Webinar, "Leaving a Lasting Legacy." The group webinar viewing will take place at Kositzka, Wicks & Company (KWC), sponsors of the event. NVEPC Vice President and KWC Principal Howard Kramer, CPA, will host the event.
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About the Presentation: Rather than simply transferring an inheritance to heirs, some people have a vision of the future to share for generations to come. Advisors play a key role in helping clients deepen a family’s values, philanthropic commitments, and to help keep the family connected. Learn to leave a legacy that matters. Dr. Weiner helps families have values-based conversations about money and inheritance as part of their tax and legal estate planning strategies. His passion is to help families define a legacy that preserves both physical assets and family relationships over time. His award-winning book “Words from the HEART: A Practical Guide to Writing an Ethical Will," is a tool that assists families in defining what matters most in the inheritance preparation process. Details:
This Session is Sponsored By:
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