25
Feb
The Bank of Mom & Dad: Setting Financial Boundaries
Description
Is your generosity threatening your retirement?
Supporting your adult children is a natural instinct, but it shouldn't jeopardize your financial independence. Join Fiduciary Financial Advisor Jim Madl for a live webinar to learn how to move from "open-ended support" to "sustainable giving."
Key Takeaways:
- The True Cost of Giving: Understand how a "gift" today can actually cost your future nest egg considerably more in lost growth potential.
- The Oxygen Mask Principle: Why you must secure your own retirement "tank" before helping others.
- Defining Your "Lending Policy": Learn to categorize "Green Light" needs vs. "Red Light" wants to build your children's financial independence.
- Documentation is Love: How formalizing loans and "early inheritances" protects family harmony and ensures fairness.
Join us for a packed 30-minute session! Register now!
Date and Time
Wed, Feb 25, 2026
11:30a - 12:00p CST