SPEAKER:
Olivia Brinker, Senior Portfolio Advisor, CPFA® and
Brian Bohn, First Vice President, Floberg Group, CPWA®, CFP®, CPFA
with Merrill Lynch Wealth Management The Gleason, Bohn, Floberg Group
SESSION TITLE: The Family Love Letter
SESSION DESCRIPTION:
An intergenerational wealth transfer program designed to build alliances with attorneys, CPAs and other centers of influence, creating a forum to strategically open the door to the next generation of wealth.
Field of Study: Business Management / Finance / Management Services / Specialized Knowledge
Program Level: Overview / 1 CPE credit / Non-Technical/Technical
Prerequisites: None
Advance Preparation: None
Speaker BIO:
LinkedIn:
(9) Olivia Brinker, CPFA® | LinkedIn
(9) Brian Bohn, CPWA®, CFP®, CPFA | LinkedIn
Email: OLIVIA.BRINKER@ML.COM
Website: http://fa.ml.com/gleasonbohnfloberggroup/