6 Steps to Legacy Planning for the Generations
Learn about the new Savvy Generational Planning program, a two-phase process of first passing on a family’s tangible wealth and assets, and second, conveying its values and history, all for the benefit of the next generation.
With Elaine Floyd, CFP®, Director of Retirement and Life Planning;
and Sean M. Bailey, Horsesmouth Editor in Chief
Tuesday, February 27, 2018 at 4:00 p.m. ET / 1:00 p.m. PT