Grandparents Group on December 8, 2022

Please register below for the Grandparents Group program with Audrey Tuckerman speaking on “Meaningful Ways to Leave a Financial Legacy for Your Heirs: Tips for Transmitting Financial Resources and Other Valuables to Your Children.” It will be held on Thursday, December 8 at 7:30 PM via Zoom only. You'll receive a confirmation email with the Zoom information you'll need to attend the event. Please make sure you enter your email correctly!

Audrey Tuckerman has more than 25 years of experience advising corporate executives, multigenerational families, and successful women about critical inflection points in their financial lives. As a Private Wealth Advisor, she works closely with senior executives who have concentrated stock positions, helping them manage risk and diversify their assets. She also has extensive experience advising multi-generational families about opportunities to grow and transfer their wealth while cultivating sound stewardship in children and grandchildren. Mindful of the distinctive priorities of each client, Audrey supports individuals and families in making informed decisions about their wealth, lending clarity and transparency to the complexities that significant wealth can entail. She also works in conjunction with each client’s external tax and legal advisors to facilitate trust and estate planning services, including philanthropic planning.

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If you have any questions ahead of time for Ms. Tuckerman, please write them below!

Tue, April 23 2024 15 Nisan 5784