Broker Check
19 Oct
Savvy Generational Planning


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:
  • 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.
Themed give-aways will be available!

Date and Time

Wed, Oct 19, 2022

7:00p - 7:45p EST


Zoom Webinar


Event Registration