Preparing the Next Generation for Your Family Wealth Journey

Overview

There is a great deal of focus on preparing the next generation, however often misguided on how to do this.  In this webinar, attendees will learn:
  • The important questions that must be answered first in order to effectively prepare the next or rising generation
  • The important distinction between developing Life IQ versus Financial IQ
  • The principles and practices needed by both the "parent" and "next" generation in the preparation process

Webcast Replay