Wealth Transfer: Destigmatizing Money Conversations

Wealthspire hosted a virtual event for families that focused on having honest, meaningful conversations that removes the stigma of talking about money.

Whether you are of the sandwich generation and unsure about how to ask if your older parents are prepared for the future, or you are preparing for a wealth transfer yourself and need to broach the subject with your adult children, our experts will share their thoughts for how to create an open dialogue and take actionable steps to solidifying a secure future for your family.

Razi Hecht

About Razi Hecht, CFP®

Razi is a wealth advisor in our Delafield, Wisconsin office.

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Julie Williams

About Julie Williams, ADPA®, CFP®

Julie is a wealth advisor in our Delafield, Wisconsin office.

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