Friday, March 21, 2025

Senior Talk DFW — February 2025

Loving the next generation isn’t just about leaving an inheritance—it’s about leaving an impact. By investing in their growth, stability, and character, you ensure a legacy that lasts far beyond wealth alone.

True wealth isn’t just about money—it’s about the values, wisdom, and opportunities we pass on to the next generations. Investing in your loved ones means being intentional with your time, resources, and guidance so they can build a brighter future.

Pass down knowledge and values. Financial literacy and life skills are some of the greatest gifts you can give. Teach younger generations about budgeting, investing, and responsible wealth management to set them up for long-term success.

Create meaningful experiences. Memories last longer than material things. Prioritize time together—whether through travel, traditions, or simple family dinners—to strengthen bonds and instill a sense of belonging.

Support their education and growth. Investing in education, whether through college funds, mentorship, or vocational training, empowers younger generations to pursue their passions and contribute meaningfully to the world.

Build a financial legacy. This can be done through real estate that can be used to fund educations, vacations, experiences and so much more. By taking steps to protect your wealth, you ensure your hard-earned assets benefit the next generations, rather than being lost to taxes, legal battles, or mismanagement. A. Create or update your Estate Plan. B. Understand tax implications. C. Protect real estate assets. D. Prepare for long-term costs.

For a deeper dive into investing in real estate and these topics come to Senior Talk DFW’s February seminar: Love Your Next Generations, Protect Your Wealth. Feb. 18 from 10-11:30 a.m. at The Seeden Club, 306 US Hwy 377, Argyle. RSVP: SeniorTalkDFW-Argyle.com

Feb. 20 from 10-11:30 at *New Location* National Title, 3360 Long Prairie Rd., Flower Mound – park in the back of the building. RSVP: SeniorTalkDFW.com or call/text 469-616-0561

Edwena Potter, Senior Talk DFW, Certified Senior Housing Professional, Senior Home Coach, Keller Williams Realty

(Sponsored content)

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