Wealth, Legacy, and the Next Generation

Balentine invites you to our next Wealth & Legacy event, a series which creates a space for conversations about preserving your wealth and legacy for generations.

Wednesday, November 1, 2023

4:30pm - 7:30pm EDT

Piedmont Driving Club

Atlanta, GA

Join us at our Wealth & Legacy event this November to discuss a framework for approaching financial education across generations, encompassing components unique to families of significant wealth.

Space is limited. To ensure we reserve a space for you, please let us know as soon as you are able if you wish to attend, and which guests you would like to bring. RSVP by Monday, October 23

‍

Wealth, Legacy, and the Next Generation

Balentine invites you to our next Wealth & Legacy event, a series which creates a space for conversations about preserving your wealth and legacy for generations.

Wednesday, November 1, 2023

4:30pm - 7:30pm EDT

Piedmont Driving Club

Atlanta, GA

Join us at our Wealth & Legacy event this November to discuss a framework for approaching financial education across generations, encompassing components unique to families of significant wealth.

Space is limited. To ensure we reserve a space for you, please let us know as soon as you are able if you wish to attend, and which guests you would like to bring. RSVP by Monday, October 23

‍

Wealth, Legacy, and the Next Generation

Balentine invites you to our next Wealth & Legacy event, a series which creates a space for conversations about preserving your wealth and legacy for generations.

Wednesday, November 1, 2023

4:30pm - 7:30pm EDT

Piedmont Driving Club

Atlanta, GA

Join us at our Wealth & Legacy event this November to discuss a framework for approaching financial education across generations, encompassing components unique to families of significant wealth.

Space is limited. To ensure we reserve a space for you, please let us know as soon as you are able if you wish to attend, and which guests you would like to bring. RSVP by Monday, October 23

‍

Wealth, Legacy, and the Next Generation

‍

Balentine invites you to our next Wealth & Legacy event, a series which creates a space for conversations about preserving your wealth and legacy for generations.

Join us at our Wealth & Legacy event this November to discuss a framework for approaching financial education across generations, encompassing components unique to families of significant wealth.

Wednesday, November 1, 2023

4:30pm - 7:30pm EDT

Piedmont Driving Club

Atlanta, GA

Space is limited. To ensure we reserve a space for you, please let us know as soon as you are able if you wish to attend, and which guests you would like to bring. RSVP by Monday, October 23

Education Across Generations

Preparing your family for a wealth transition goes beyond financial literacy.

At this year's Wealth & Legacy event, we will discuss a framework for approaching financial education across generations, encompassing components unique to families of significant wealth.

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We’ll be led by Mindy Kalinowski Earley, Chief Learning Officer for Family Office Exchange, who works with families to develop custom education programs and foster a culture of learning.