The next generation of wealth transfer

Name: The next generation of wealth transfer
Start: 2025-07-21T18:00:00-04:00
End: 2025-07-21T20:00:00-04:00
Location: Finnbar Jersey

Edward Jones - Financial Advisor: Lacy Phelps

Highlights

Mon, 21 Jul, 2025 at 06:00 pm

2 hours

Finnbar Jersey

Date & Location

Mon, 21 Jul, 2025 at 06:00 pm to 08:00 pm (EDT)

Finnbar Jersey

7 Bridge St, Morristown, New Jersey, United States

About the event

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 .

Dinner will be served.

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Ticket Info

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Nearby Hotels

Finnbar Jersey, 7 Bridge St,Morristown, New Jersey, United States

Just a heads up!

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Host Details

Edward Jones - Financial Advisor: Lacy Phelps

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The next generation of wealth transfer

Mon, 21 Jul, 2025 at 06:00 pm