Certified Estate and Trust Specialist® Certified National Social Security Advisor® Certified Tax Specialist® Certified Income Specialist® Certified Fund Specialist® Certified Annuity Specialist®
I've seen families struggle through generational wealth planning. Instead of using hard-earned financial assets as a path to open doors and provide opportunities, it sometimes does the opposite and create family discord.
The values and goals that have been established by the family will determine how the younger generations receive and manage their inheritance.
You see, traditional estate planning doesn’t really cover everything that needs to be discussed. Your legacy is far more than just tangible assets – it includes values, family history, and proper preparation. All of these things are incredibly important. They are what you will transfer to your children, grandchildren, and beyond.
But that transfer doesn’t happen naturally. We’re often hesitant to talk about money and death, for a variety of reasons. Let’s take a closer look at the barriers to generational planning, and how you can overcome them to set up a successful transfer of assets and values to the next generation.
ABOUT YOUR PRESENTER CRYSTAL OCULEE
Certified Tax Specialist®
Certified Income Specialist®
Certified National Social Security Advisor®
Certified Estate and Trust Specialist®
Certified Fund Specialist®
Certified Annuity Specialist®
Crystal Oculee is the Chief Financial Strategist of the Confidence Wealth group. She is the author of Money Confidence and Your Personal Money Diary. She is a Certified Tax Specialist, Certified Income Specialist, Certified Estate and Trust Specialist, Certified Fund Specialist, and a certified National Social Security Advisor. Less than 1% of financial advisors hold these designations. She is also a fiduciary wealth manager and a national financial motivational speaker. She is a TV and radio personality who has appeared on CBS News, Fox, ABC, NBC, KFI, KTLK, KRLA, KDAR, and KKLA. She has been featured in Oprah.com and in publications such as Entrepreneur, Yahoo! Finance and Redbook magazine.
With a deep understanding of retirement and financial issues and a passion for change, she has taught thousands to take positive action in their lives and stand up for themselves, their money, and their futures.
Crystal has been a guest speaker at numerous events sponsored by organizations such as the National Active and Retired Federal Employees Association (NARFE), the Screen Actors Guild (SAG), the Motion Picture & Television Fund (MPTF), California Women’s Conference, the Los Angeles Women’s Expo, An Empowered Woman, and the Guam Women’s Leadership Retreat.
Confidence Wealth Management LLC (CWM) is a California registered investment adviser. Confidence Wealth & Insurance Solutions LLC (CWIS) is licensed under the California Department of Insurance, license no. 0K83183. CWM and CWIS are two separate affiliated companies. All investment advisory services are provided by CWM and all insurance products and services are provided by CWIS. CWIS does not provide any investment advisory services and CWM does not provide insurance services. CWM and CWIS have no affiliation with government, state, or local agencies. Consult with an attorney or CPA for usage of tax or legal concepts. Pursuant to IRS Circular 230, this presentation is not intended to provide specific legal, tax, or investment advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. This presentation may contain information that are close approximation to the totality of information available to us and not necessarily specific within regards to one situation or another. Some opinions and statements are informational. They are not investment advice as they may not be complete in terms of all details needed to affect an action you wish to undertake, investment strategy or plan. No estimates used are a promise of return. Also, many opinions are summaries and may not reflect all pertinent facts relevant to you. Nothing said herein should be used as a basis for investment decision unless you consult with your Confidence Wealth financial advisor. Past performance does not indicate future results. As you know, no one can predict the future. Therefore, any forecast in this presentation is intended strictly as a possible future outlook and not a statement of fact as there could be any scenarios that are not in your favor when making a decision. You must examine all adverse and negative implications on any forecast when made. All information is based on the date of the presentation and may not be valid, may change, and/or may not be true any longer as time passes. This presentation is designed to provide general information on the subjects covered. It should not be undertaken without consulting with a Confidence Wealth Financial Professional that can understand your unique situation and give you a customized solution with a complete disclosure.