Retirement Reality Check 5: Gifting to Children and Grandchildren

6:30 PM - 8:00 PM
Greenwich Library
Flinn Gallery

Event Details

Gifting to Children and Grandchildren; Giving to the Next Generation, Educating and Mentoring Young People

If you want to start the young people in your family on the right track toward financial security, there is no better way than mentoring them through real-life experiences.  One way is to set up a tax-free gifting program that leverages time and creates an attitude of saving and investing. Another is to discuss how financial and estate plans need to be coordinated. Learn the importance of  talking with children about not only their futures, but also yours.  For the charitably inclined, we will also discuss donor advised funds and private foundations.  This session will help you bring younger generations into a conversation that will help prepare them and you as the future unfolds.  



Event Type(s): Business
Age Group(s): Adults
Presenter: Julie Jason
Yang Wang
(203) 622-7924

Register For Event

Success!

Oops!

You must log in to register for this event.
Oops! - There was a problem in authenticating your card:

Registration begins 4/12/2020 at 8:00 AM



How would you like to be reminded for this event?