John and Bill 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, & Bill Super, CPA

Click play to view a short video about ‘Heritage Planning’