Please join us at the Madison Beach Hotel for a discussion around "The Family Meeting: A Conversation Roadmap for Aging Parents & their Adult Children on how to best get their financial lives in order and communicate their wishes, desires, and concerns" presented by Bob Mauterstock and Principle Wealth Partners.
Speakers: Bob Mauterstock, CFP®/speaker, author, trainer, facilitator For 33 years, Robert Mauterstock, CFP®, CLU, ChFC was a financial advisor to hundreds of families in Connecticut. For the last ten years of his practice he was the CEO of KR Wealth Management in Farmington, CT. Bob specialized in eldercare planning, retirement income planning and investment management. Bob retired at the end of 2009 and has been speaking throughout the U.S. on the importance of Intergenerational Planning. Bob wrote his first book in 2008 entitled, “Can We Talk? A Financial Guide for Baby Boomers Assisting Their Elderly Parents”. He wrote his second book, “Passing The Torch, Critical Conversations With Your Adult Children’ in 2015. He has just completed an Ebook entitled “CFP® Safeguard, Protect Yourself, Your Practice and Your Clients Who Have Diminished Mental Capacity” Bob graduated with a BA in Psychology from Princeton University and an MA in Education from the University of Connecticut. He served as a Naval Aviator from 1969-1974. John Hannigan CFP®, Managing Director | Principle Wealth Partners John joined Principle Wealth Partners in 2017. For the past 20 years John was Vice President, Executive Planning Consultant at Fidelity Investments where he managed $400 million dollars for Fortune 100 executives and their families. John provides comprehensive financial planning services and is a frequent speaker and industry panelist. John received a BA in Accounting and is a CERTIFIED FINANCIAL PLANNER™ Professional.
