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Event Date Thu Mar 25 CDT (over 1 year ago)
In your timezone (EST): Thu Mar 25 10:00pm - Thu Mar 25 11:00pm
Location Virtual
Region Americas

How to Create a Plan Designed to Execute a Smooth Transfer of Values and Assets Through the Generations​

Traditional estate planning isn’t always comprehensive if you want your legacy to pass on more than just your than just tangible assets. Many people want their plan to communicate their values, family history, and other familial or personal details.

Attend this complimentary seminar to learn more about:
• Common mistakes that are made in generational planning and ways to avoid them
• Why communication between generations can be difficult
• What it means to define family culture
• Setting family goals
• How values, traditions, and models of behavior can be passed on
• The importance of teaching financial concepts to the next generation
• Strategies to help prepare heirs and executors
• A four-step process to planning and executing the transfer of your values and assets