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The Four Pillars of Multi-Generational Success

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The Four Pillars of Multi-Generational Success


Today, most professional advisors focus solely on your financial wealth, yet 77% (Morningstar) of baby boomers seek to leave their core values and life experiences as an inheritance.  At the same time, a 68 trillion dollar wealth transfer has just begun, yet 91% (Williams and Pressier) will result in failure.  


Join us for an educational discussion and learn:

1.  How to define, protect and perpetuate your core values, family traditions, valuable life experiences and legacy.

2.  How to mitigate the 91% wealth-transfer failure rate for your family

3.  How to increase gratitude while strengthening family unity and interdependency.

4. How to identify the four pillars of multi-generational success for your family

Shawn T. Barberis, J.D. with Aspida360, will be facilitating the discussion and providing his company’s 15 plus years of exclusive research and experience with families around this matter. Shawn is an active public speaker on the topics of legacy, wealth-transfer, philanthropy and family governance. He has been published several times and in the process of completing his first book.

Prior to the educational event, join us for a private tour of Camden Yards. Lunch and networking will also be provided.


Agenda:

11:00 a.m. – 11:30 a.m.        Tour of camden yards

11:30 a.m. – 12:00 p.m.        Lunch at warehouse

12:00 p.m. – 1:00 p.m.         Discussion around the four pillars of multi-generational success


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Map The Warehouse at Camden Yards, 323 W. Camden Street, Baltimore, United States
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