Event Details

Smarter You - Generational Wealth

Date: April 14, 2023
Time: 12:30pm-1:30pm

You know at Brio we love planning and planning for your future, and the future of your loved ones, is a big part of that. It’s also important.

When you hear the words “Generational Wealth” what do you think of? Rockefellers and Hiltons? Ahhh, but wealth doesn’t mean money only. It can be using your resources and assets, whatever they are, to set up your family for success. It also can be building your legacy to reflect and benefit the causes near and dear to you. Brio’s own Matt Beck is more than happy to outline how you may be able to create generational wealth and how to transfer, it along with some suggested wealth investment vehicles.

Join our next Smarter You Series – Generational Wealth is on April 14th from, 12:30-1:30PM Pacific Time.

If you have any questions, please don’t hesitate to send them to us before the talk and by all means, share the knowledge with your friends by sending them the link. 

Don't forget to RSVP here!

To join the video conference please use the following link: https://us02web.zoom.us/j/4152153282

Or call (669) 900-9128 with Meeting ID: 415 215 3282

We love helping you achieve your best life through informed financial decisions. It truly is the gift that
keeps giving.

Stay well,

The Brio Team
 

This material presented by Brio Financial Group (“Brio”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product.  Facts presented have been obtained from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Neither the information nor the opinions expressed herein should be used to make any investment decision. Consultations with CPA’s or Estate Planning Attorneys regarding taxes and issues relating to estates or beneficiaries are recommended. Past performance is no guarantee of future results. Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio Financial Group unless a client service agreement is in place. Any distribution or copying of this communication is strictly prohibited. For further information about this presentation, please contact us.