Broker Check

Advantages of Multi-Generational Financial Planning

Original Webinar Date: March 9, 2021 

You have a lifetime of assets, wisdom, experiences, and values. But how do you convey them to the next generation in a way that honors your legacy? Too many people get it wrong. But it shouldn’t be that way. Rather than leaving behind a wake of confusion, discover the proactive steps you can take now. This discussion covers:

  • How  to go beyond traditional estate planning.  
  • What happens when a legacy isn’t planned
  • How to plan for sudden incapacity
  • How to successfully transfer your wealth, tangible and intangible 

...and more

Webinar Replay Available Below


This webinar is designed to provide accurate & authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.