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October Meeting with Baltimore Community Foundation
October 18 @ 7:30 am - 10:00 am
Our partner, Baltimore Community Foundation invites us to their event featuring Amy Florian.
Multigenerational Planning – Prepare for the Inevitable While Connecting to the Next Generation
Please click here for registration. You will register directly with BCF.
Full breakfast. $30 per person.
Amy Florian, CEO of Corgenius, combines the best of neuroscience and psychology, training professionals to build strong relationships with clients through all the losses and transitions of life; her company’s goal is “adding heart to the brains of business.”
With an aging population and $59 trillion of wealth that will transfer to the next generation, it’s important for advisors to have tools and protocols that prepare their clients and business ahead of time, while positioning firms to branch into the family and trusted network. Amy Florian will discuss how to protect your firm and your clients with a complete array of financial and non-financial documents (including several that few people know exist). She will also show you how to help clients stay in control of their lives and leave a legacy behind while increasing your chances of keeping their assets under your management. Learn how to connect deeply to the next generation and position yourself as the go-to advisor for the entire family.