Loading Events
  • This event has passed.

PGRT – The Wealth
Transfer Failure Problem


Presenter: Shawn Barberis, Esq. CEO & Founder More Than Money 360 (MTM360)

February 11, 2020 @ 8:00 am 10:00 am

8:00 a.m. Networking & Breakfast, 8:30 a.m. Program

7600 Park Heights Avenue
Pikesville, Maryland 21208 United States
+ Google Map

Wealth transfer failure is a generations old epidemic. During this presentation, Shawn Barberis will define the six reasons wealth transfers continue to fail at an alarming rate, the definition of “fail” and its impact on multiple generational families, and how advisors can help families mitigate this risk in order to achieve unity.

This program is eligible for 1 hour of Continuing Education (CE) credits for: AEP, CAP, CFP and CPA.

Questions? Contact Jacqueline Yahr at jyahr@associated.org or 410-369-9248.

Speaker


Shawn T. Barberis, Esq.

Shawn T. Barberis, Esq.

Since 2001, Shawn T. Barberis, J.D. is the owner of MTM360, a firm that works with business owners and families to mitigate the high rate of wealth-transfer failure. Mr. Barberis has successfully guided hundreds of families to define, protect and perpetuate core values, family traditions, unity, legacy, gratitude and valuable life experiences.

Shawn remains a licensed attorney, however his passion is sparking meaningful dialogue about what matters most to many: a unified family and successful transfer of assets for generations. MTM360 leverages their proprietary technology to connect and serve very busy, geographically dispersed families that also seek to spark this meaningful dialogue. In addition, Shawn has over thirty MTM360 advisors all over the United States furthering their mission to improve our world one family at a time.

PGRT brings together professionals from a variety of disciplines who may, at various times, be involved in some aspect of a planned gift to charity. Participants have the opportunity to network, hear from nationally-recognized planned giving and financial experts and enhance their skills by incorporating charitable planning techniques in clients’ tax, financial and estate planning.

Upcoming Events


Chair Yoga

Chair Yoga helps with balance, neck and back pain and overall strength.

FIDF Kedem Game Night

Join FIDF for the Seventh Annual Game Night to benefit Baltimore’s own adopted Search and Rescue Battalion- Kedem!

HBI Conversations Book and Author Program (members only)

HBI Conversations Book and Author Program (members only) with author Marra Gad, “The Color of Love: A Story of a Mixed-Race Jewish Girl”

Real Talk

We are going to gather with Laura Black over lunch and conversations about things people don’t ordinarily talk about.