WEBINAR DETAILS
  • About
    THE PROBLEM: Previous generations kept their affairs private and heirs didn’t know much until the will was read. It can be difficult to discuss estate planning, as it means facing mortality and exposing certain vulnerabilities. Inheritors don’t want to think about losing someone they love, but they have many questions.

    THE SOLUTION: Learn the four steps to savvy generational planning, then start talking. Honest and open communication is imperative to pass on the elder generation’s values, assets, and wisdom.
  • Agenda
    • A Tale of Two Families
    • It's Hard to Have the Talk - The Parent's Point of View
    • It's Hard to Have the Talk - The Children's Point of View
    • The Four Steps to Savvy Generational Planning
    • Q and A
  • Duration
    1 hour
  • Price
    Free
  • Language
    English
  • OPEN TO
    Anyone with the event link can attend
  • Dial-in available
    (listen only)
    Not available.
FEATURED PRESENTERS
  • Webinar hosting presenter Team Del-Sette

    Team Del-Sette

    The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does...
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