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June 16, 2021, Wednesday: The Family Focus: Lifetime Gifting Strategies

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lifetime gifting strategies

Should you gift assets to your children or grandchildren during your lifetime? What are the benefits?

Join RegentAtlantic Chief Investment Officer Chris Cordaro and Wealth Advisors Michael Pappachristou, Jerry Korey, and Eric Chen as they share four gifting strategies for you to consider when giving to different generations of your family tree.

This webinar segment is a part of our new webinar series, The Family Focus, that shares key financial and estate planning topics for multi-generational families. Each webinar will explore the behavioral and psychological aspects of family dynamics and the affects they have on financial decision-making.

You can no longer register for this event as this webinar has passed. Please see recording below.

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