While many advisors may see themselves as providing multi-generational planning, relatively few market themselves that way. Join Susan as she discusses Preparing for Family Transitions, a webinar presentation for the Financial Planning Association, on Wednesday, July 15 at 2:00pm Eastern.
This session will include a case study of a practice – what they were doing, what they did, and what they are doing now to meet this challenge. We’ll also describe what you can do to package what you are probably already doing, help your older clients prepare for their family transitions, and successfully bridge the gap to the next generation.
For more information or to register for the webinar, please click here.