Become known as an expert on the process of generational planning. Educate clients and prospects using our four FINRA-reviewed PowerPoint presentations. These are available to current members of Savvy Generational Planning.
Additionally, you will have the materials to present to COIs and offer them one hour of CPE credit.
Become a member today
Your membership includes a license to deliver and distribute:
Client Presentations (FINRA-reviewed)
Four customizable client education presentations, including:
- Estate Planning in the Time of Coronavirus
- Six Steps to Legacy Planning for the Generations
- How to Plan, Communicate, and Execute the Smooth Transfer of Assets and Values From One Generation to the Next
- Opportunities for Collaboration and Joint Business Development