Events
Transferring Property Across Generations: Planning Conversations for the Next Generation
Join us for an educational webinar focused on transferring property across generations and planning for the future of family‑owned assets.
This session will explore how families can begin meaningful conversations around succession planning, address issues of equity among heirs, and consider strategies for transferring wealth to the next generation in a tax‑efficient manner.
Presented by Lydia Cox, Thrivent Advisor
Lydia grew up on a farm, holds a master’s degree in agricultural economics, and has been involved in managing a farm for the past 20 year. She brings over 10 years of experience as a financial advisor, working with families on long‑term planning and wealth transfer considerations.
Topics include:
How to start productive conversations across generations
Balancing fairness and equity among heirs
Considerations for transferring property and wealth
General tax‑efficient planning concepts
Aligning family goals with long‑term planning strategies
This webinar is designed for educational purposes and does not include individualized investment or tax advice.
Hosted by:
Lydia Cox and Sean Bruna, Thrivent Advisors
Transferring Property Across Generations: Planning Conversations for the Next Generation
Transferring Property Across Generations: Planning Conversations for the Next Generation
101191
RegisterJoin us for an educational webinar focused on transferring property across generations and planning for the future of family‑owned assets.
This session will explore how families can begin meaningful conversations around succession planning, address issues of equity among heirs, and consider strategies for transferring wealth to the next generation in a tax‑efficient manner.
Presented by Lydia Cox, Thrivent Advisor
Lydia grew up on a farm, holds a master’s degree in agricultural economics, and has been involved in managing a farm for the past 20 year. She brings over 10 years of experience as a financial advisor, working with families on long‑term planning and wealth transfer considerations.
Topics include:
How to start productive conversations across generations
Balancing fairness and equity among heirs
Considerations for transferring property and wealth
General tax‑efficient planning concepts
Aligning family goals with long‑term planning strategies
This webinar is designed for educational purposes and does not include individualized investment or tax advice.
Hosted by:
Lydia Cox and Sean Bruna, Thrivent Advisors
No products will be sold.