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A Community Foundation Professional Advisors Series seminar. "Let me ask for a show of hands," Rob Zeeb says to professional advisors. "How many of you have seen an estate built by a client blown away by his or her children and grandchildren?"Raised hands fill the room. "Now, how many of you think the parents or grandparents who spent their lives building the family wealth planned for that to happen?"No hands are raised. This dynamic and enlightening seminar is designed for advisors and their clients.We'll explore the failures common in traditional family planning and the elements that lead to sustained family prosperity.At the core is understanding that planning begins with a family-before-fortune perspective.Join us for this presentation about managing the financial future of families and the people who advise them. Featured presenters:
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