Description
Estate and generational planning can often feel overwhelming, but it doesn’t have to be. Join us for an informative and engaging session designed to help you and your family build a thoughtful, forward-looking financial plan.
Featuring Apollo Lupescu, PhD, Vice President at Dimensional Fund Advisors, this session will explore the principles behind generational wealth transfer and how a disciplined, research-driven investment approach can improve long-term outcomes. Hosted by KDI Wealth Management Financial Advisor, Dylan Justice, AIF®, CFP®
Who Should Attend
- Individuals and families planning for generational wealth transfer
- Investors seeking a more structured, research-based approach
- Anyone looking to strengthen their long-term financial strategy
Register at RSVP.
Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). KDI Wealth Management, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures