We are excited to bring you topics of current interest and, where beneficial, have guest speakers present their expertise and views on these topics. Here you will find a schedule of upcoming webinars, as well as a library of webinars recently completed.

Upcoming Webinars

June 2021

Topic: Successfully Transferring Wealth to the Next Generation

When: Thursday, June 17th at 12:00 p.m. ET

Presenter: Emily Dupre, MFS Regional Director, MFS Fund Distributors, Inc.

Family wealth transfers sometimes fail, damaging sibling relationships and affecting the impact you want your assets to have. This seminar helps clients understand why family wealth transfers can fail, how to avoid mistakes and how open communication between family members may lead to successful transfers of wealth.