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

We encourage you to invite your children or beneficiaries to join the conversation, so everyone can better understand how generational wealth transfer works and where they fit into the bigger picture.