Description
***This seminar is for CHARTHOUSE CLIENTS ONLY***
Many clients struggle with the financial and emotional impacts of giving financial support to adult children who should be financially independent. Others may "overgift" beyond their financial means to kids and grandkids for various reasons. This unique seminar will be part practical financial advice, and part discussion of various coping skills you can develop to address these difficult situations. We will discuss:
- Identifying financial distress in your adult children
- Is there such a thing as an "early inheritance"?
- IRS tax rules for gifting money and assets away
- IRS tax rules for lending to family
- Calculating the Opportunity Cost of your financial gift
- Can financial stress impact your health?
- Handling your emotions when your adult children need financial assistance
- How to have constructive conversations with your adult children about money
Presented by: Cyndi Stewart, ChFC/Financial Advisor and Christina Vernon, LCSW/Psychotherapist
Date and Time
Sat, Mar 28, 2026
11:00a - 12:00p EST
Location
Charthouse Main Office
Note
Please park in the upper parking lot in front of the building on Route 5. If you see a gate, you are at the entrance to the lower parking lot behind the building. You can disregard the "reserved" signs and use any parking spot in the front parking lot for this event.