Join us via Zoom for a discussion on how, for many business owners, the greatest challenge is not building a successful business, but determining what happens when the next generation is asked to lead it.Join Celina Ochoa, CFP®, Wealth Advisor at Haynie Wealth, and Cassie Gonzalez, CPA, Tax Manager at Haynie, for a discussion on…
Join us via Zoom for a discussion on estate planning fundamentals and the key decisions families face when preparing to pass wealth from one generation to the next.Join Celina Ochoa, CFP®, Wealth Advisor at Haynie Wealth, and Cassie Gonzalez, CPA, Tax Manager at Haynie, for a discussion on real estate transfer strategies and the planning…
Join us via Zoom as we discuss how many families reach a point where they begin asking whether wealth should be transferred during life, at death, or through a combination of both. The answer often depends on family goals, tax considerations, and the nature of the assets involved.Join Celina Ochoa, CFP®, Wealth Advisor at Haynie…
