Workshop on Family Wealth Management and Philanthropy

It is approaching last call to register for a workshop on family wealth management and philanthropy I am pleased to be moderating on behalf of The Summit Foundation. The event will be held on Thursday September 16 at 9:30 am at Beaver Run in Breckenridge.

We have assembled a terrific panel of experts (two attorneys and a family wealth counselor) to discuss such questions as:

Why do many estate plans fail and what can be done to improve the chances of success?

What is the role of philanthropy in successful estate planning?

What are some of the tools that can be used to achieve your goals?

There will also be ample opportunity to ask your own questions of the panelists.

More details can be obtained here:

http://www.rightpathinvestments.com/work/philanthropyWorkshopHandout_20100819_RPIFP.pdf

Please call Kasey Geoghegan at the Summit Foundation to attend. 453-5970