Estate Planning - Intentional Wealth

“Intentional wealth” means passing on purposeful legacies of value, empowerment, family connection, and stewardship. When families make a commitment to intentional wealth, they create a legacy of wealth that is enhanced by – but not limited to – financial success. They build a heritage that fosters rich and fulfilling lives for generations to come. This session will review intentional wealth and how it impacts family dynamics. In addition, participants will learn about discovery tools and how to develop deeper relationships with clients and their families while wealth planning.

Learning Objectives:

1. Understand the unique challenges of wealth
2. Determine how to use discovery tools to guide your conversation with clients
3. Learn how to start a conversation about family wealth planning