Little Shifts Are Big Wins:
\nHow to Strengthen Your Estate Planning through Values-Based Conversations
\nwith Christina Lawrence &\; Tina Lovejoy
During our time together\, we'\;ll discuss why values conversations are an essential part of effective wealth transfer planning. We'\;ll review a few simple principles that you can utilize with your own family\, no matter what your current planning looks like. We'\;ll be reminded that it is never too late to incorporate these principles into our planning discussions.
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\nTopics we'\;ll review during the chat:
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\n§\; \; \; \; \; \; \; \; \; \; \; \;Inheriting family wealth
\n§\; \; \; \; \; \; \; \; \; \; \; \;Building a family legacy
\n§\; \; \; \; \; \; \; \; \; \; \; \;Leaving a financial inheritance for your loved ones
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\nJoin us for an informal and informative evening!
\nHosted by Christina Lawrence\, Wealth Management Advisor\, Signature Resources Capital Management \;
\nTina Lovejoy\, Founder of Frameworks Facilitation LLC \;
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\nTina Lovejoy
\nAs founder of Frameworks Facilitation LLC\, Tina Lovejoy facilitates family sessions\, retreats and workshops for families around the nation to communicate about inheritance\, estate planning\, next gen development\, business succession\, stewardship\, and family governance. She has worked with over 1\,500 clients and their family members to help them with the relational dynamics inherent in financial planning and wealth transfer. Tina regularly presents keynotes and workshops at national conferences. She also trains advisory teams around the nation in the areas of family dynamics and aligned planning.
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\nChristina Lawrence
\nSignature Resources\, Wealth Management Advisor
\nAs a third-generation Financial Services professional\, Christina puts a strong emphasis on facilitating communication between a client'\;s family members. She enthusiastically encourages her clients to actively participate in important decisions\, such as defining a purpose for their family wealth\, philanthropic grant-making\, and each member'\;s role in the management of family assets. Particular emphasis is placed on preparing "\;Next Gen"\; as stewards of their family'\;s future. Her strategic thinking\, communication skills\, industry resources\, and inclusionary approach help guide her team to deliver enduring solutions that support her clients'\; best interests and long-term vision.
RSVP \;to \;clawrence@srcmadvisors.com \;as space is limited. \; 24 hour cancellation policy. \;
\n LOCATION:The University Club\, 750 B Street\, 34th Fl\, San Diego\, CA 92101 @ 7th Avenue valet parking available UID:e.3024.1000 SEQUENCE:3 DTSTAMP:20260422T155608Z URL:https://business.sdblackchamber.org/events/details/2023-investment-insights-1000 END:VEVENT END:VCALENDAR