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Generational Wealth Transfer





May 19


12:00 pm - 1:30 pm

Franklin Retirement advisor Robert E. Quittner, Jr. CFP® & CFMC™ will be joined by special guest Jeremy A. Wechsler, Esq., principal attorney for The Law Offices of Jeremy A. Wechsler, Esq. for a comprehensive look at making sure you avoid common mistakes while leaving a legacy for your loved ones. The financial advisor and the attorney will combine to teach you how to preserve your wealth for yourself, your heirs, and generations down the line.

Regardless of how much you have—or don’t have, where you keep it, how you use it, and how much you plan to leave, there are lessons to be learned in this informative webinar. Join us!

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