Women & Wealth | Wealth... The Next Generation: How to Talk About Money as a Family

Wealth…The Next Generation: How to Talk About Money as a Family

October 24, 2017

The Chart House | 7255 East McCormick Parkway, Scottsdale, AZ 85258

Event Registration Now Closed

This interactive workshop was designed to give you the confidence to begin, or continue, having financial conversations as a family.

Over the next several decades, women will inherit approximately 70% of the intergenerational transfers estimated total $22 Trillion dollars. With this unprecedented transfer of wealth comes the need from women and families to engage in healthy, productive wealth conversations. This includes communicating and educating millennial clients how to responsibly receive and manage wealth.

Stoker Ostler realizes the opportunity to better serve women and their families through education and providing services that empower clients to more openly talk about money with the next generation.

Please reach out to Stoker Ostler for more information on this event.

Next Gen FAQs Download PDF - 8 MB
Next Gen Gap Analysis Download PDF - 7 MB
Talking Money with your Parents Download PDF - 6 MB