Passing Assets to the Next Generation | 5 key things to prepare before transferring your wealth

While most don’t like to think about it, effectively passing along your assets to the next generation may be one of the most important components of your financial plan. We’ll cover:

  • Best practices for communicating with your family
  • Essential estate planning documents
  • How to determine if you’ll have an estate tax problem and how to effectively plan for it
  • How to properly position your assets
Ritz Carlton Golf Resort:

2600 Tiburon Dr, Naples, FL 34109

February 21

One event, two different times

Choose the time that fits best with your schedule.

  • 10:00 AM
  • 2:00 PM

Please RSVP by Friday, February 17th

Guest Speaker: Michael Sneeringer

Michael practices estate planning, estate administration and wealth preservation for Porter Wright in Naples. His major areas of focus are estate planning, estate administration, asset protection and tax law.

Michael regularly publishes and presents on key issues around trust and estate planning. He is the Trust & Estate articles editor for Probate & Property Magazine and reports annually from the Philip E. Heckerling Institute on Estate Planning for the American Bar Association Section of Real Property, Trust and Estate Law.

Host: Tracy Burke, CFP®, ChFC®

Tracy leads Conrad Siegel’s consulting practice specializing in investment management and financial planning. He is one of the firm’s top investment minds and works with individual investors, foundations, endowments and trusts to maximize investment potential.

Tracy plays an important role in leading the investment industry in the region as an influential thinker appearing in print and media often. He has appeared on a Fox affiliate morning news program over forty times to provide his financial opinions to viewers. Tracy has also been a guest multiple times on several radio programs including WITF radio Smart Talk and SiriusXM Your Money. Tracy has been quoted in the Wall Street Journal, Forbes, Kiplinger’s Personal Finance, Money Magazine, US News and World Report and Investment News. He has earned two of the financial industry’s top credentials: Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) accreditations.