FREE WEBINAR: Succession Planning | with Ted Oakley
Who will take over managing your investments when you no longer can?
If you’re the lead on your family’s investments, who will be responsible for managing your wealth once you’re not able to?
Would you prefer to focus more on enjoying life and less on the markets?
How should you pass wealth along to your children without giving them too much too soon?
These are key questions of succession that deserve planning and thought.
High net worth financial advisor Ted Oakley has managed wealth for a number of America’s richest families over his successful 40+ years-long career.
In a free webinar Ted is kindly giving exclusively next week to the Thoughtful Money audience, he’ll share his top insights on succession planning best practices and then will take audience Q&A.
This free webinar is taking place this Monday, December 15th, at 7pmET/4pmPT. If interested, please register for it now by clicking here or on the button below:
Don’t worry if you can’t participate in the event live. Everyone who registers will receive a replay video of the full webinar after it’s over.
I look forward to seeing you online on Monday!
Note that as emcee of this event, Thoughtful Money LLC is acting as a promoter/solicitor for Oxbow Advisors LLC, an investment advisory firm. Disclosures regarding the relationship between Thoughtful Money LLC and the firms it solicits for can be found here. Any and all questions about this promoter/solicitor relationship can be directed to support@thoughtfulmoney.com.
Thoughtful Money LLC is a Registered Investment Advisor Promoter.
We produce & distribute educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.
We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.
IMPORTANT NOTE: There are risks associated with investing in securities.
Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.
A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.
Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.
Copyright © 2025 Thoughtful Money LLC. All rights reserved.
Many investors have no family who survived Covid or investor friends who can invest for them. This is a problem many have now that life expectancies are so short in the USA.