Get Started with Savvy Generational PlanningSM for Boomers
The information and resources in this program will help you guide your clients through the ins and outs of the generational planning process. Join Savvy Generational Planning today and start helping your clients build a legacy for the generations.
Savvy Generational Planning goes beyond traditional estate planning and incorporates all the steps necessary for passing on values, traditions, and wealth to the next generations.
The program has three phases:
- The first phase focuses on legacy planning
- The second phase focuses on generational planning
- The third phase focuses on COI team building
Become a member today