Intergenerational wealth transfer is topic of panel discussion

FEI silver sponsor Encore Wealth Management Group is hosting an Oct. 25 panel discussion entitled, "Intergenerational Wealth Transfer

The Great Wealth Transfer from Baby Boomers to Gen X to Millennials."

The discussion will cover Estate Planning, Charitable Giving, Housing Transitioning for the Aging, and Tax considerations. Panelists include Dean Donohue, Jonathan Smith and Courtney Yartz from Encore Wealth; Rosalyn Carothers from Triplett & Carothers;  Realtor Julia Parsons from Homepage Realty; and CPA Chris Bechtler.

Check in begins at 10 a.m. The panel discussion is followed by a Q&A, lunch and tour of Churchill Downs. Registration (required) ends 10/18.  Click here to RSVP for additional information or call 502.412.4050.