19
Oct
Savvy Generational Planning
Description
Traditional "estate planning" doesn't really cover everything that needs to be discussed. Your legacy is so much more than just tangible assets-it includes your values, family history and proper preparation.
Attend this complementary workshop and you will learn:
Attend this complementary workshop and you will learn:
- What good and bad generational planning look like
- Tips for improving communications between generations
- How values, traditions and models of behavior can be passed on
- How to successfully prepare heirs and executors
- A four-step process to planning and executing the transfer of your values and assets.
Date and Time
Wed, Oct 19, 2022
7:00p - 7:45p EST