THE BLESSING OF WEALTH TRANSFER
How will we distribute our assets when we repose? That’s a question a lot of us ask and the way we deal with it generally is to address our estate wishes through documents like our will. That’s the way we always do it, right? Yet, there is an additional method with multiple benefits when we engage in Wealth Transfer. It is essentially a process that distributes much of our estate before we graduate from planet earth by taking a relational, family approach to those tough decisions. Why wait until we die to help family members, parishes, and charities alike? Add to that the tax and overall estate benefits.
In this presentation and table exercise we will discuss the basic process, along with the tools and talent required to help facilitate Wealth Transfer. We will explore the principle of “if you love your children equally, then you will treat them uniquely.” In addition, we will highlight planned giving strategies for Parishes and ministries of the Orthodox Church. Imagine the impact to the Church and His people if we all adopted a Wealth Transfer mindset. You will not want to miss this conversation.
In this presentation and table exercise we will discuss the basic process, along with the tools and talent required to help facilitate Wealth Transfer. We will explore the principle of “if you love your children equally, then you will treat them uniquely.” In addition, we will highlight planned giving strategies for Parishes and ministries of the Orthodox Church. Imagine the impact to the Church and His people if we all adopted a Wealth Transfer mindset. You will not want to miss this conversation.
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Dean Harbry, PCC serves as President & Chief Operating Officer for Brightworth. Dean has a long history of work assignments in the financial services arena. After a long stint overseas, he began his corporate career at the Bank of Ireland, where he worked with the stateside Bank CFO in mergers and acquisitions. He was later recruited to work as the principal in charge of technology at Ronald Blue & Co., an Atlanta financial planning and investment management firm.
His interests lie in the science of professional management, corporate culture and human incentives. Since 2003, he both established and has led an executive coaching and management consulting firm with clients from the financial services sector, real estate, business intelligence, sales and marketing, technology and media. Dean lives in the city of Atlanta with his wife Janet. They have four married children and seven grandchildren, who all live in close proximity to each other. Both Dean and Janet are avid runners – Dean has completed 22 marathons to date. They are Orthodox Christians and attend St. John the Wonderworker, located in Grant Park, where they participate in a homeless feeding program. |
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