Finance 101: Generational Wealth Management – Helping Families Successfully Transfer Wealth

Are you concerned about the impact of wealth on your heirs? Are your heirs prepared for the responsibility of wealth?  Learn why some families succeed and others fail in the transition of inter-generational wealth. This workshop will also provide clear, easy-to-follow steps to help you successfully evaluate the readiness of your heirs and the strength of your ‘must-have’ wealth transition plan. REGISTER>

 

Part of the Integra Group at Morgan Stanley based in Walnut Creek, George Noceti is a Wealth Adviser and Chartered Retirement Plans Specialist. He has appeared on KTVU, KGO, and KRON and is a frequent financial news contributor on KCBS and KGO radio. Also part of the Integra group, Paul Noceti is a Financial Planning Specialist who structures comfortable financial plans for clients based on their goals and needs.