Food for Thought: Small-Group Networking

ACG Western Michigan invites you to join us for our second Food for Thought lunch! This small group networking opportunity is for attendees to mix, mingle, and make new connections. Limited to 30 participants, each lunch will allow you to speak with your table mates on the Table Topic of the day, provided by our sponsor, Northern Trust. So come and enjoy lunch with ACG, make new connections, and strengthen your existing networks.

Due to limited seating, registration is required.

Walk-in registration will not be available.  

WHO:

ACG Western Michigan Members and Guests*

WHAT:

April's Table Topic is Planning Purposefully. Historically, beneficiaries learned of wealth transfer plans only after the death of the grantor. However, this approach often leads to unanswered questions. The Statement of Wealth Transfer can help facilitate a more harmonious and purposeful transfer of both wealth and family values.

Join us for networking and a directed discussion centered on the takeaway document, Transfer Wealth Purposefully with a Statement of Intent. We'll discuss the questions you and your clients should consider to reflect on your underlying philosophy regarding the role of wealth in your life. Here are a few samples:

• Do you consider wealth to be a mechanism for protecting future generations?
• Do you expect your family members to create their own wealth?
• Should your trusts be viewed as a resource to supplement family members' well-being or are they a last resort for family members with unexpected circumstances?

WHEN: 

Thursday, April 27

12 - 1 PM

WHERE: 

Sundance Grill @ The Waters Center

151 Ottawa Ave. NW

Grand Rapids, MI 49503

We have reserved the lower level for our group

Please RSVP by Monday, April 24.

*Food for Thought lunches are open to non-members for a fee.

We kindly ask that if you need to cancel, please email ACG at admin@acgwmich.org.