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Family Wealth Planning: Preparing the Next Generation Webinar
Join Lesko Financial Services and PIMCO for a half-hour webinar focusing on family wealth planning.

We’ll look at the challenges for wealthy families and address those issues using family wealth education and the seven actions for successful families.

We’ll cover:
1. Identifying values and characteristics to pass on to children
2. Teaching children about financial values and expectations
3. Holding a family meeting
4. Writing a family mission statement
5. Discussing family philanthropy
6. Developing a family education curriculum
7. Organizing family activities

We’ll wrap up with next steps for your family to get started, as well as a question-and-answer session for general questions.

00:44:00

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Speakers

Greg S. Lesko, JD, AIF®
CEO and Chief Compliance Officer @Lesko Financial Services
Greg Lesko leads Lesko Financial Services and its broker-dealer affiliate, Lesko Securities, Inc., a fiercely independent, third-generation family-owned and -operated firm. Mr. Lesko received his BA from Binghamton University in 1985 and his Juris Doctor from Albany Law School at Union University in 1988. He is admitted to practice law in New York State and before the Supreme Court of the United States and the U.S. Tax Court.
John Nersesian
CFP®, CIMA®, CPWA® Head of Advisor Education, U.S. Global Wealth Management @PIMCO
Mr. Nersesian is head of advisor education at PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Prior to joining PIMCO in 2019, he was senior managing director of wealth management services for Nuveen Investments. Previously, he was a first vice president at Merrill Lynch Private Client Group, where he also led advanced training for financial consultants. He served as a board member of the Investments and Wealth Institute (IWI, formerly IMCA) from 2006–2017 and as chairman for the 2014–2015 term, and he is a faculty member for the IWI Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) education programs held at Yale University and The University of Chicago. John has 36 years of investment and financial services experience and holds an undergraduate degree in business and economics from Lehigh University.