Golden Valley seniors are invited to the Money Matters presentation Giving While Living, Thu, Oct 19, 10–11:15 am at Brookview.
Attendees will learn about the benefits of gifting assets early, common pitfalls to avoid, and tools available to successfully transfer wealth to the next generation.
Registration is required. Register online or call 763-512-2345.
The presentation will be given by Logan Hershey, CPA*, Financial Advisor at RBC Wealth Management, a division of RBC Capital Markets, LLC.
*RBC WM Financial Advisors do not provide tax or legal advice.