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