Opportunity at Risk Webinar
Preserving Wealth Beyond the Next Generation
Event Details
The greatest risk to long-term wealth is often the one you don’t see coming.
Family wealth doesn’t usually disappear overnight. More often, it’s slowly reduced over generations by hidden risks like taxes, inflation, lawsuits and lifestyle pressures.
Join Warren Barhorst, financial planning advisor and author of Opportunity at Risk, as he shares a wholistic approach to protecting wealth and preserving family legacy through the Total Family Balance Sheet™ framework.
In this session, you'll learn how to:
Identify hidden risks that impact generational wealth
Protect family assets through comprehensive planning
Align financial strategy with long-term family goals and values
This webinar qualifies for HRCI and SHRM certification credits.