How to Not Ruin Your Kids with Money | Lunch Session

Join us for the lunch session at Spectrum’s Coffee House.

Speaker: Mark Shiller 

Attorney & Family Wealth Advisor - Certus Legal Group, Ltd.

Many people with even a modest amount of wealth worry about the transfer of that wealth to their heirs. How do you address those fears and set things up for a positive transfer of wealth? What should you do now versus later?

Mark Shiller, author of How to Not Ruin Your Kids with Money, approaches the topic in an honest, compassionate, insightful and conversational manner. Our session will help you understand the challenges you’re facing, properly define what successful wealth transitions would look like for you and your family, and confidently pursue strategies that will positively impact those you care about the most.