Talking to Your Kids About Money: Generational Conversations about Finances

Online via Zoom
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Understanding finances is an important issue for every stage of your child's life: childhood, adolescence, young adulthood, and middle age.

Join our expert panel:  

Gerald Townsend CPA/PFS/ABA, CFA®, CFP®, CMT

James Tarkenton CFA®, CFP®

Arne Morris CPA/PFS

Caleb Griffith CFP®

for a roundtable discussion of practical tips to help you talk to them about money.

Questions?  Please call (919) 782-9689 or email Bonnie@AssetMgr.com .

Multigenerational Family