EP 7: Part 1 – Generational Planning

May 15

EP 7: Part 1 – Generational Planning

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If you have a living mother, father, grandparents, brothers, sisters, children or grandchildren then this is a topic that could be beneficial for you. There is never a one size fits all solution for how a generational plan is to be arranged. Family dynamics, their belief system, and their financial situation will dictate the details of a plan. The framework of a generational plan begins with the mindset of thinking beyond and accepting a broader vision for what is possible.

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May 15