Amy Jucoski
Senior Director of Advice | Advice and Planning Center of Excellence, Wells Fargo Wealth & Investment Management
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Appearances
IdentificationPFP1736DateJune 14, 2017Engaging and educating your clients’ children and grandchildren is critical for the sustainability of the family’s wealth. 70% of families fail to successfully transition wealth from one generation to the next mainly because of a lack of communication within the family and unprepared heirs…Speakers
Managing Director, Family Dynamics and Education, Abbot DowningSenior Director of Advice | Advice and Planning Center of Excellence, Wells Fargo Wealth & Investment Management$49Standard Price
IdentificationEST1905DateJune 10, 2019It used to be sufficient to check beneficiary designations and titling of assets were consistent with the estate planning documents. With longer lives and the demand for more open communication from younger generations, communicating the estate plan is now essential…Speakers
National Director of Wealth Planning, Comerica BankSenior Director of Advice | Advice and Planning Center of Excellence, Wells Fargo Wealth & Investment Management$49Standard Price
IdentificationPFP1919DateJune 11, 2019Family owned and operated businesses face unique challenges when preparing for and executing succession planning from one generation to the next. As family business owners contemplate passing the torch to the next generation, thoughtful preparation is key…Speakers
Senior Director, Institute for Family Culture, Abbot DowningSenior Director of Advice | Advice and Planning Center of Excellence, Wells Fargo Wealth & Investment Management$49Standard Price
