Upcoming Events

 

FREE ONLINE FINANCIAL BOOT CAMPS

Sign up now for our FREE financial boot camps. You won’t break a sweat like those gym boot camps, but you will become financially stronger and learn how to flex your money muscles!

All events are online and begin at 12 noon.

**Our Tax Season Boot Camps have completed but we will have more webinars in late spring and summer. Stay Tuned!**


Generational Wealth Transfer: 10 Best Practices

generational-wealth-transfer

** WATCH THE RECORDING HERE **

Thursday, March 21, 12 noon – 1 pm, Online – Presented by Alex Oliver, First National Corporation

You may read this and think that this is only for “those multi-millionaires.” However, even small retirement accounts, houses, or cars can create discord within families without a well thought out plan. Hear our thoughts on how to gradually allow your children to take over your estate and avoid senseless conflict.

Target Audience: Those with children of any age