Loading Events

« All 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 @ 3:00 am 5:00 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


The Associated YADs Generosity Gala

7:15 p.m. | Ben Gurion and Gefen Society Pre-Reception (by invitation only)8:00 p.m. | Generosity Gala Live Entertainment. Cocktail attire.Open bar & heavy hors d’oeuvres. […]

The Briefing Room: Inside the Middle East

Uprising in Iran: A Struggle Over Identity
Regional Guest: Meir Javedanfar Ph.D., Iranian-Israeli Lecturer, Author and Commentator

Odessa: Genius and Death in a City of Dreams

Join us as we hear from author Charles King about his book which encompasses the secular and Jewish history of Odessa.

Uncover Israel at 75: People and Places of the Past

Join The Associated’s Insight Israel Forum for a virtual journey through Israel’s 75 year history, live from Israel with Israeli tour guide Shai Nahon. Bring […]