Preparing Parents/Heirs for Challenges of Inheriting Wealth (CFP Session)
Date: Tuesday, January 20, 2015
Time: 4:15pm - 5:30pm
Location: Ray's on the Green, Berrien Hills Golf Club
Speaker: Panel - moderated by Duane Janka
Networking begins at 4:15pm with the program set to begin at 4:30pm at Ray's on the Green at Berrien Hills Country Club.
The event will include a panel discussion of challenges encountered when inheriting wealth. The panel will include the following individuals:
Brian McMahon (Attorney)
Kay Confer (CFP)
Amy White (Attorney, Trust Officer)
Rein Schroeder (Attorney, CPA)
