Preparing Parents/Heirs for Challenges of Inheriting Wealth (CFP Session)
Networking begins at 4:15pm with the program set to begin at 4:30pm at Ray's on the Green at Berrien Hills Country Club.
The event will include a panel discussion of challenges encountered when inheriting wealth. The panel will include the following individuals:
Brian McMahon (Attorney)
Kay Confer (CFP)
Amy White (Attorney, Trust Officer)
Rein Schroeder (Attorney, CPA)