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WOMEN & WEALTH | How To Not Ruin Your Kids With Money | 2/20/2025

February 20, 2025 @ 6:00 pm - 8:00 pm

Worried that the wealth you’ll leave behind will harm those you love the most? Even those with a modest amount of wealth can find themselves lying awake at night worrying that the wealth they have might actually jeopardize the well-being of their children and grandchildren. For over 30 years, Mark Shiller has walked alongside many families as an estate planning attorney to help them parent/grandparent well with wealth. In this workshop, he shares with you what he’s learned over the course of his career that works well and what doesn’t; including: understanding the challenges you’re facing, properly and realistically defining what success looks like, knowing what you should and should not do regarding wealth, and achieving meaningful, multi-generational goals.

Details

Date:
February 20, 2025
Time:
6:00 pm - 8:00 pm
Website:
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Organizer

Annex Wealth Management
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Venue

Annex Wealth Management Headquarters
17950 W. Corporate Dr
Brookfield, WI 53045 United States
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Phone
(262)786-6363
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