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Guest presenters include:
Adam Aptowitzer, Drache LLP
Karen Roth, Ethical Wills
Your actions today can directly impact the actions of others tomorrow...
What kind of world do you want to leave for your children and their children? How will you be remembered by your loved ones and community?
Dexterity Consulting works with you, your estate planner, your wealth manager and other interested parties to provide you with strategy for creating lasting positive social impact into future generations.
We provide you with the emotional and practical support required in carrying on these conversations with your family members. Most especially, "How much inheritance is enough, and what is too much?" This question is answered by looking at your values and what your social impact goals are.