# Event Details

- **Event Name**: The next generation of wealth transfer
- **Event Start and End Date**: Mon, 21 Jul, 2025 at 06:00 pm – Mon, 21 Jul, 2025 at 08:00 pm
- **Event Description**: 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 Roberta.sheridan@edwardjones.com. 

Dinner will be served.
- **Event URL**: https://allevents.in/morristown/the-next-generation-of-wealth-transfer/200028387429314
- **Event Categories**: 
- **Interested Audience**: 
  - total_interested_count: 5

## Ticket Details


## Event venue details

- **city**: Morristown
- **state**: NJ
- **country**: United States
- **location**: Finnbar Jersey
- **lat**: 40.805493843894
- **long**: -74.503784179688
- **full address**: Finnbar Jersey, 7 Bridge St,Morristown, New Jersey, United States

## Event gallery

- **Alt text**: The next generation of wealth transfer
  - **Image URL**: https://cdn-az.allevents.in/events4/banners/918450ceed44c1aacebfb089c630a085c03238e3f8aab11397de25921617db3d-rimg-w1200-h709-dc09747c-gmir?v=1752977651

## FAQs

- **Q**: When and where is The next generation of wealth transfer being held?
  - **A:** The next generation of wealth transfer takes place on Mon, 21 Jul, 2025 at 06:00 pm to Mon, 21 Jul, 2025 at 08:00 pm at Finnbar Jersey, 7 Bridge St,Morristown, New Jersey, United States.
- **Q**: Who is organizing The next generation of wealth transfer?
  - **A:** The next generation of wealth transfer is organized by Edward Jones - Financial Advisor: Lacy Phelps.
- **Q**: Who is this event for? Is it right for me?
  - **A:** The next generation of wealth transfer is ideal for professionals, entrepreneurs, startup founders, and networking enthusiasts eager to grow their connections. Whether you're a first-time attendee or a longtime enthusiast in Morristown, this event is thoughtfully curated to deliver a standout experience worth every moment. If The next generation of wealth transfer sounds like your kind of event, don't wait - spots fill up fast.

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