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Generational Wealth Transfer: Live Greater View Speaker Series

Generational Wealth Transfer: Live Greater View Speaker Series

April 22, 2024

VLP’s Live Greater Speaker Series is proud to bring distinguished speakers and industry experts to current and future clients to discuss a variety of timely topics impacting the financial planning industry.

Today's video features Vic Rohe from MFS Investments. Vic discusses why family wealth transfers can fail, how to avoid mistakes and how open communication between family members may lead to successful transfers of wealth.

VLP Financial Advisors is an independent, full-service wealth services firm, with $1.2B in AUA through Cetera Advisor Networks as of 6/30/23, with clients located nationwide. Our professionals work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees to create and manage retirement plans and employee education.  We believe in partnering with our clients to help them align their financial decisions with their goals and vision for the future, so they can live greater at every life stage.  We help clients live their best life through our VLP Live Greater Partnership Process.  It’s our passion, and we’ll be with you every step of the way.  This is a no-obligation event, no products will be presented in any of the above presentations. All content is for informational purposes.

Securities and Advisory Services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.  

Vic Rohe is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Vic is in no way related to Cetera Advisor Networks LLC or its registered representatives. Hosted by Andrew Fincher, CFP,  Financial Advisor, VLP Financial Advisors, 8391 Old Courthouse Road, Suite 203; Vienna, VA 22182. 703-356-4360.