Myra was honored to be asked to give a presentation at a conference offered by Institute for Private Investors in San Francisco in September. IPI is an "education networking private membership organization for families who have substantial assets and their advisors."
Myra spoke about the stages of inherited wealth and how one navigates through them.
(Note: If you'd like to know more about IPI and its founder, please see Myra's interview with Charlotte Beyer on page 3 of our newsletter, The Periodice Ponderance, Volume 9, Nuber 4.)
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