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VERSION:2.0
METHOD:PUBLISH
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ORGANIZER:MAILTO:Donna.Saddison@ampf.com
DTSTART:20240507T223000Z
DTEND:20240508T010000Z
LOCATION:10191 Mill Creek Drive  Marshfield WI, 54449
UID:20240429T170800Z_77f37d8f-01e9-4d1e-b9a1-1c94db99ffd4
DTSTAMP:20240429T170800Z
SUMMARY:Family Wealth Management: Generational Wealth Conversations
DESCRIPTION:As you set and then communicate goals for your family, these three things can help:  Understanding why transfers of wealth often "fail."      Being familiar with what planning steps you can take to help avoid these common and costly mistakes.      And lastly, knowing how you can communicate your plan and your wishes with your family to help reduce the likelihood that they will make mistakes when the time comes.     Join us for a complimentary session where we'll discuss the different tools and ideas that are available to help you, so that your family is more prepared for the future. TUESDAY, MAY 7, 2024 5:30 pm - Social  6:30 pm - Dinner & Presentation  Please RSVP by Tuesday, April 23, 2024. (A limited number of reservations will be accepted after 4/23/24.) Call Tami or Donna at (715) 341-6657 or email Donna.Saddison@ampf.com. If you have friends or colleagues that you think we should meet, please invite them to attend this event with you.
PRIORITY:5
CLASS:PUBLIC
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