Stonebridge Capital Advisors

2022 Stonebridge Wealth Management Forum

2022 Stonebridge Wealth Management Forum

Whether it is planning for your business succession or assigning assets to younger generations in your family, how do we prepare both sides of a wealth transfer for success?

On Thursday, August 25th, 2022, Stonebridge Capital Advisors held its annual Wealth Management Forum. Hear from our incredible expert panelists – Steve Wormley, CPA, Sophia Grotkin, JD, and Robert Kincade – as they dive in on how to best approach wealth transfer from various perspectives.

 

Disclosure: The information and resources provided are for informational purposes only and do not create a professional-client relationship between the attendees and firms, panelists, authors and contributors.
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