The Financial Forum welcomes Angela Wright on April 22nd at 3 PM in the Fireside Room at Gateway Clubhouse. Her topic will be: “Your Family Legacy - How to Keep Wealth AND Harmony in Your Family for Generations”. In this lecture, she will delve deeper than just investment strategies and estate planning, focusing on the key elements that foster enduring success and unity across generations.
You'll learn:
- Why 70% of estate transfers fail
- Best practices of successful families
- How to prepare your heirs
- The benefits of a family meeting
Angela received her BS in business administration with an emphasis in finance from California State University in Chico. She also received her MBA from St. Mary’s in Moraga and has the designation Certified Financial Planner. She has been guiding families for over 22 years.
The Financial Forum is a 501(C)3 whose mission is to educate our members on all financial matters, including insurance, real estate, wealth management, estate planning, long-term health care, fraud prevention, and identity theft. Donations are welcomed and greatly appreciated. Light refreshments will be available. To make reservations, please click the Register button. For more information on the speakers, please call Joe Hoffman at 925-954-7912.
