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How to build multi-generational wealth

Sat, Mar 25

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The Westin San Diego Gaslamp Quarter

During this session we will discuss the concept of wealth transfer, and how best to accomplish multi-generational wealth transfer. We will review the benefits of using life insurance and family trust to finance family wealth over multiple generations.


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How to build multi-generational wealth
How to build multi-generational wealth

Time & Location

Mar 25, 2023, 2:45 PM

The Westin San Diego Gaslamp Quarter, 910 Broadway Cir, San Diego, CA 92101, USA

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1404 Lake Pointe Pkwy, Sugar Land, TX 77478   |   Phone: (832) 440-7293   |   Email: James@MarshallYourMoney.com

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Marshall Wealth Management, LLC is a registered investment advisory firm registered in Texas and Kentucky. Insurance services also offered by Marshall Wealth Management.

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