Webinar Title: Conversations With High Performers: The Key to Successful Wealth Transfer Across Multiple Generations
Webinar Date: Thursday, March 10, 2022 at 2:00 pm EST
Please join us for an in-depth conversation with Shawn Barberis and Lori Coonen of MTM360 as they discuss the fundamentals to successful multi-generational wealth transfers. During this conversation they will identify the obstacles to building a stronger family bond, as well as share “The 6 Laws of Family Advancement & Sustainability.” The goal is to challenge families to break the cycle of multi-generational wealth transfers that have not gone well for most families for centuries.
Shawn Barberis — President, MTM360
Lori Coonen — Advisor, MTM360
Ken Eyler — CEO, Aquilance