NextGen Collaborative Course: Preparing the Heirs

Dear Clients, Colleagues, and Friends,

Preparing the heirs is one of the most important tasks affluent families should engage to preserve a lasting legacy. To that end, the Williams Group, one of the premier firms laser focused on “preparing the heirs” is hosting it’s first collaborative peer learning course for NextGen families. Once a month, for 7 months family members will learn to navigate their life within the complexities of great wealth having support from individual coaching, peer collaboration and personal project development.

Learn more this Wednesday, September 25 from 1-2:30p.m. PCT through a FREE 90 minute kick-off call. The convenience of video conference calls and interaction with peers and professionals highlights the ease this program offers to create your identity in your family business.

Register as a client of Jeffrey M. Verdon and receive a discounted enrollment of $1500.

For more information or to register please contact joan@thewilliamsgroup.org 
September 25, 2019 – March 25, 2020
1-2:30p.m. PCT
One 90 minute call each
$2800/person

 

Jeffrey M. Verdon, Esq.

For more information about any of the information discussed in this Client Alert, or any other income or estate tax planning or asset protection planning assistance, please contact the: Jeffrey M. Verdon Law Group, LLP at jeff@jmvlaw.com or 949-333-8143.

Posted in Client Alert.