April Lunch & Learn Webinar "Do's and Don'ts of Estate Planning for Millennials"
Grab your lunch and view the webinar!
Date: Thursday, April 27, 2023
Time: 12:00 p.m. – 1:00 p.m. (Meeting opens at 11:45 a.m.; Webinar to begin promptly at 12 noon)
Location: Virtual Webinar using Zoom format**
Cost: No charge to current members of EPCSB; $25.00 for non-members
PLEASE CLICK ON THE LINK BELOW TO REGISTER
https://www.epcsanbernardino.org/events/event/23982
** NOTE TO REGISTRANTS: Zoom login information for this event, together with the presentation outline, will be sent by email from the EPCSB website on the evening of April 26th. Certificates of Attendance will be available upon request at the conclusion of the event.
About the program:
The Millennials are taking over. They now make up the largest living generation in the world and the largest portion of the United States workforce. The first half of this presentation will provide you an overview of trends in education, employment, family, and marriage for Millennials. The second half of the presentation will provide the audience a list of specific DOs and DON’Ts of interacting with Millennials regarding their property, families, trusts, and philanthropy. Along the way, participants will get some “milk” and learn certain tips regarding how to speak like and communicate with a Millennial.
About the speaker:
Christine Wakeman is a shareholder in the Wealth Preservation Group at Winstead in Dallas Texas. She is fellow of the American College of Trusts and Estates Counsel (ACTEC) and is board certified in estate planning and probate law by the Texas Board of Legal Specialization. She focuses her practices on translating the complexities of the Internal Revenue Code, Texas Trust Code, and Texas Estates Code to a wide range of clients from stay-at-home parents, to teachers, to engineers, to corporate CEOs.
