Wellesley-in-Pasadena:  Financial Planning Seminar

Join a discussion about effective strategies to preserve both families and their money with Linda Davis Taylor, author of “The Business of Family: How to Stay Rich for Generations.”   Linda is the Chair and CEO of Clifford Swan Investment Counselors, the nation’s oldest investment advisory firm, located in Pasadena.

Studies show that over 70% of family wealth disappears in three generations.  How can families overcome this challenge? 
 

Erica White’08 and Linda look forward to hosting the Wellesley Clubs of Pasadena and Los Angeles for discussion and tea.