The Financial Advisor’s Guide to Savvy Generation Planning for Boomers

Horsesmouth Savvy Generational Planning FA Guide

This 175+ page report by Elaine Floyd walks you through all the major aspects of smart generational planning; from working with clients on the emotional aspects of passing on a legacy to the nuts and bolts of wills and trusts to pass on tangible assets.

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This material is provided exclusively for use by individuals with an active license to the Savvy Generational Planning For Boomers Program. Use of this material is subject to the Savvy Generational Planning For Boomers Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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