What financial habits do you want to pass on to your children? What do you want your family to be known for? How do you have the conversation?
In this Bloom session, Financial Advisors and father and daughter team, Terry Lineberger and Kelly Lauterjung, will equip you with practical ways to start talking to your children and grandchildren about money. They help high net worth families create a legacy of multi-generational wealth, they will share how you too can build a legacy of financial wellness for generations to come. It all starts with a conversation.
Terry's expertise, honed through years of experience, helps him create realistic financial plans tailored to each client's unique situation and the complexities of today's world. He learned the value of hard work at an early age while growing up in a poor, single-parent household in North Carolina.
Kelly's upbringing, as the daughter of a financial advisor, provided the backdrop for a lifelong passion for helping others to strengthen their financial lives. At an early age, she learned the value of hard work and how financial matters affect our personal lives. Now, as an integral member of Lineberger Wealth Management, she offers a fresh approach, thoughtful guidance and long-term view of planning for a better financial future.
After Terry and Kelly's talk and Q&A, you'll be matched with a group of 5-6 other attendees to explore this topic further. It'll be an opportunity to connect and share your own experience or wisdom. The conversation is moderated by a fellow community member and is a welcoming and safe space for all.
Note: The information presented by Terry and Kelly is strictly for informational and educational purposes only and is being provided by them in their roles as co-authors of Hey I forgot to tell you…. Nothing stated herein is an offer or solicitation to buy or sell any securities or services; they are not acting as financial advisors nor are they providing securities advice or acting as a fiduciary. Neither they nor their employer, D.A. Davidson can provide tax or legal advice. The views and opinions expressed herein are theirs alone and are not endorsed by D.A. Davidson.
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