Mastering the art of communicating with the next generation
Join us for a Compound Conversation featuring Tim Hamilton and Lance Lehman about mastering the art of communicating with the next generation.
👤 Tim Hamilton, Lance Lehman
📆 Date: Wednesday, February 28
🕚 Time: 11am PT / 2pm ET
This conversation is the perfect opportunity for entrepreneurs, professionals, families, and retirees to learn:
🙅♂️ Why discussing money shouldn't be a taboo
⏰ When to have the discussion
📝 How to conduct the meeting
📅 When to schedule follow-ups
Compound Conversations is an educational series aimed at facilitating a discussion that’s relevant to entrepreneurs, professionals, families, and retirees. Compound Planning blends the personal touch of a dedicated wealth advisor with a beautiful digital dashboard to create a magical planning experience you won’t find anywhere else. With the Compound dashboard, you can work with your Advisor to create and implement a comprehensive financial roadmap tailored to your needs. Our platform offers a holistic view of your finances, allowing you to plan and track progress all in one place in addition to a spectrum of services from tax filing to alternative investing.
Disclaimer: Atomi Financial Group, Inc. DBA Compound Planning ("Compound Planning") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). An adviser’s status does not represent any endorsement of the SEC or any expertise simply by having the status as a registered investment adviser.
This webinar has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You are solely responsible for evaluating and acting upon the education and information contained in this material. Certain federal or state laws applicable to your situation may impact the applicability, accuracy, or completeness of the information in this presentation. Federal and state laws and regulations are complex and are subject to change. This material was not intended or written to be used, and it cannot be used with any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer under U.S. federal tax laws. Tax laws and regulations are subject to change. Always consult your own tax professional prior to investing. There is no guarantee that any forecasts made will come to pass.