Inheriting Wealth Wisely: Turning a Windfall into a Financial Plan
Thu, Mar 19
|Webinar
Don’t miss this exclusive webinar designed to help you turn an inheritance into lasting financial security. Learn tax-smart strategies to avoid costly mistakes and confidently align your windfall with your long-term goals.
Time & Location
Mar 19, 2026, 6:00 PM – 7:00 PM EDT
Webinar
About the event
Overview: Receiving an inheritance can change your financial life — for better or worse — depending on how it’s managed. This webinar explores how to make sound, tax-efficient decisions with inherited money while staying true to your personal goals.
Key Topics:
How to prioritize financial decisions after receiving an inheritance
Tax implications and investment strategies for inherited assets
Avoiding common mistakes beneficiaries make
Integrating inheritance into your long-term financial plan