The next generation of wealth transfer

Lacy Phelps CFP®, CEPA®, CRPC™ of Edward Jones would like to invite you to an exclusive Nuveen presentation.

Please join us to learn more about how your family can prepare for a successful transfer of wealth.

Our session will cover:
- Ideas and tips for equipping the next generation to be sound stewards of family assets
- Establishing policies and practices for sound decision making
- Resources for you and your family to utilize

Seats are limited; call or email Roberta today to RSVP, 908-996-1049 or Um9iZXJ0YSAhIHNoZXJpZGFuIHwgZWR3YXJkam9uZXMgISBjb20=.

Dinner will be served.