A Guide to Family Finance Conversations

Webinar Overview

Have you talked to your kids or grandkids about their inheritance?

A study found that 70% of families lose their wealth by the second generation and 90% by the third. We want better odds for your family, and that starts long before any statement or number is shared.

Real legacy planning starts with a conversation. One that brings your family into alignment around values, expectations, and what comes next. Join us to hear modern approaches and common pitfalls to avoid.

Who should attend

This is for you if:

• You're a parent or grandparent thinking about how, when, and what to share with your family about your estate and legacy.
• You want practical guidance on starting these conversations, not just reminders that you should.
• You're ready to align your estate plan with the values and intentions you want it to reflect.

Also welcome: Heirs and family members who want to initiate conversations with their elders, better understand what goes into a plan, and what to expect and prioritize once they inherit family assets.

Unable to attend?

Register anyway and we'll send you the recording as soon as its available.

Speakers