Multigenerational Planning

Date: Wednesday, May 2, 2018
Time: 7:30am - 9:00am
Location: Spinelli's, Route 1, Lynnfield
Speaker: Ron Nakamoto, Empowered Wealth; Bob Clark; Janney

Ron Nakamoto
Empowered Wealth

Bob Clark
Janney

 

Please join the Essex County Estate Planning Council on May 2 for an educational breakfast featuring Ron Nakamoto, CEO of Empowered Wealth, and Bob Clark, from Janney Monthgomery Scott, who will discuss Living - Not Just Leaving - A Legacy


Description

Ron Nakamoto, CEO of Empowered Wealth, a teaching, training, coaching, and consulting firm based in Salt Lake City, UT, and Bob Clark from Janney Montgomery Scott in Danvers will share two stories that involve the founder of Empowered Wealth, Lee Brower.  They will then explore how some of the lessons imbedded in those stories can help all of us help others not just leave a legacy but “live” their legacies.

Ron and Bob will reveal some of the reasons why:

  • There’s much more to wealth, and therefore to legacy, than just money;
  • How we live our lives - the shared experiences we have and create; the gratitude we express; the stories that our families remember and retell; the traditions, rituals, ceremonies that we carry on - matters when it comes to legacy;
  • We can model the way (i.e., live with legacy in mind), as well as inspire and engage people through their hearts to inspire them to live their legacies.

Registration 

Registration is required for this event. 

Fees are as follows: Members, $35; Non-members, $60; First-Time Guests of Members are admitted free. 

Members who have purchased an all-inclusive ECEPC membership are admitted to this event at no additional cost, but should still register online to ensure an accurate head count. Please select the "pre-paid" option when registering. 

Online payment is preferred. Members and guests may also pay by check, made out to the Essex County Estate Planning Council and mailed five (5) days prior to the event to:

Michelle Xiarhos Curran
Essex County Estate Planning Council
P.O. Box 1598
Newburyport, MA 01950


Thank you to our sponsors for this event!

 

 

 

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