| | RSVP Options | Email | Calling (813) 855-1017 |
| Please join us at the Tampa Club on November 14 for American Legacies with David Baxter | Inheritance is an increasingly vital piece of family financial planning. Yet divorces, remarriages, and children from multiple spouses have made the process of inheritance increasingly challenging. Moreover, among most families, the subject of the passing of a legacy and inheritance is difficult to discuss. Both the elder parents and adult children have little idea how to even broach the topic. As a result, for many families, the process of inheritance will be rife with misunderstandings and conflicts that are both emotionally and financially costly.
 David Baxter, senior vice president at Age Wave, the nation's preeminent consulting firm specializing in population aging and the baby boom generation, will present findings from his recently completed American Legacies Study. The presentation will examine the legacy priorities, hopes, and worries of both boomers and elders, and will explore the new role of estate planners as they seek to connect with clients and help them create a meaningful and powerful legacy. | Help Our Membership Grow
Bring a colleague to the November meeting. The cost is only $40 and will be refunded if your guest becomes a member. Just let us know who your guest will be ahead of time, so we can make them feel welcome.
Cancellation & No Show Policy
Cancellations must be received by November 10. The Council must receive notification by email or by calling (813) 855-1017. Those who fail to cancel reservations in advance and who do not attend will be considered a "no show" and will be billed $40. | | RSVP Options | Email | Calling (813) 855-1017 |
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