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Traditional “estate planning” doesn’t really cover everything that needs to be discussed. Your legacy is far more than just tangible assets—it includes values, family history, and proper preparation. - Some parents don’t want to commit to leaving an inheritance - Some fear their children will be “trust fund kids” - Children don’t want to think about their parents’ deaths - They don’t want to seem greedy, asking about an inheritance - Or they’re just too busy to think about what happens to their parents’ estate DON’T LET A LACK OF COMMUNICATION GET IN YOUR WAY. START SAVVY GENERATIONAL PLANNING NOW! Attend this complimentary workshop and you will learn: - What good and bad generational planning look like - Why communication between generations can be so hard - What it means to define family culture - How values, traditions, and models of behavior can be passed on - What it looks like to set family goals - The importance of teaching financial concepts to the next generation - How to successfully prepare heirs and executors - A four-step process to planning and executing the transfer of your values and assets