Heritage Planning – The Third Element to Multi-Generational Planning

$25.00

John  will  share  the  elements  of  Heritage  Planning –  those  things  that  are  needed  to  sustain  family  wealth  and  unity across generations.  The first two elements of planning, Estate and Financial Planning, allow your clients to pass what they “own” to future generations.  Heritage Planning allows them to pass “who they are” to future generations.    Heritage  Planning  does  not  compete  with  Estate  and  Financial  Planning  – rather,  it  is  the  next  element needed to prepare the family and get them working together to stay together for multiple generations.

(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

Presented by John L. Jenkins, AEP®, EA, CFP®, Heritage Planner

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Description

John  will  share  the  elements  of  Heritage  Planning –  those  things  that  are  needed  to  sustain  family  wealth  and  unity across generations.  The first two elements of planning, Estate and Financial Planning, allow your clients to pass what they “own” to future generations.  Heritage Planning allows them to pass “who they are” to future generations.    Heritage  Planning  does  not  compete  with  Estate  and  Financial  Planning  – rather,  it  is  the  next  element needed to prepare the family and get them working together to stay together for multiple generations.

(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

Presented by John L. Jenkins, AEP®, EA, CFP®, Heritage Planner