18
Nov
Webinar: Good Intensions, Poor Execution
Description
We all want our wealth to make a difference, whether it’s helping a child buy a first home, funding a grandchild’s education, or giving back to causes we care about. But even the best intentions can unravel without careful planning. Join Advisors Samantha Webster and Kay Anderson for Good Intentions, Poor Executions as they uncover the most common mistakes families make when gifting — from tax surprises to family misunderstandings — and share strategies to ensure your generosity truly lasts. This one-hour session will help you think differently about family and charitable giving, so your legacy is as impactful as you intend it to be.