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BEGIN:VEVENT
DTSTART:20230322T183000Z
DTEND:20230322T193000Z
LOCATION:Virtual
UID:2404320230322T183000ZVirtual AEP Event: Family Dynamics & Intergenerational Conflict:  Preserving Family Wealth and Harmony
DTSTAMP:20260420T042649Z
DESCRIPTION:\n \n \nUnder the hard glass of the “money magnifier” the unique qualitative issues and challenges of wealth in families come to the forefront. This presentation identifies the factors predicting success or failure in the transition of family wealth and highlights some practical tools to help advisors navigate the sometimes rocky landscape: The significance of money beliefs and associations; fundamentals of trust beneficiary communications, designing family meetings, drafting family mission statements, and other tools for advisors working with financial families.  \n \n\n \n*You do not need to have an AEP designation to attend this event.*\n \nZoom link will be sent prior to the event.\n \n*Event is eligible for one hour of AEP CE. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.*\n ------\n\nInterested in obtaining the Accredited Estate Planner® designation? A council nomination will provide a 50% discount on the application fee, an exemption from the professional references, and reduce the 15 years’ estate planning experience requirement to 10 years for exemption from the education courses. Go the CAEPC site’s [AEP® page](https://www.caepc.org/council/aboutAddl) for more information.\n \n \n
SUMMARY:Virtual AEP Event: Family Dynamics & Intergenerational Conflict:  Preserving Family Wealth and Harmony - Central Arizona Estate Planning Council 
PRIORITY:3
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ACTION:DISPLAY
DESCRIPTION:Reminder
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