This is what your event will look like after going live
  • No notifications yet.
  • Sign Out
Transitions Spring 2020
  • Home
  • Agenda
  • Speakers
  • Sponsors
    • No notifications yet.
    • Sign Out
Interested
Add to CalendarAdd to Cal
Share
Thu Sep 26, 9:45 AM – 10:45 AM EDT / 7:45 PM – 8:45 PM Your local time   (1 hour)
Wealth and Family Dynamics

In multigenerational enterprising families, there is often wealth disparity across households. Panelists in this session will discuss strategies for ensuring family harmony, creating family education programming and addressing the needs and concerns of the various households. Estate planning issues will also be addressed.

Rate Session
Speakers
Hank Jonas
Director, Corporate Development
Kruger Inc.
Panelist
Paula Marshall
CEO
BAMA Companies
Panelist
Eric Allyn
Director, Investor, Advisor
Welch Allyn
Panelist
Todd Lanscioni
Managing Director
JZ Partners
Moderator
Powered byBizzabo
Add to calendar: Google iCal Outlook Yahoo
Looking for your ticket?
Powered byBizzabo
Add to calendar: Google iCal Outlook Yahoo
Looking for your ticket?