Receiving an inheritance can bring more than financial decisions, it can also come with unexpected emotions.
Join us for a Ripple Event designed to help those receiving or leaving an inheritance better understand the practical and personal side of inherited wealth.
Patricia Spies, CFP®, from our Johnson Bixby team and Megan DeBoer, a Financial Recovery Counselor, will discuss:
• What to do first after receiving an inheritance
• Tax basics for inherited assets like IRAs, brokerage accounts, and real estate
• How to make thoughtful, values-aligned financial decisions |
