Description

What role does a lifelong learning plan play in multi-generational wealth transfer?

Tim Scannell is picking up from where he left off in his previous episode on multi-generational family meetings. Today, Tim talks about the importance of having a lifelong learning plan, what the plan entails, and how it can help families during wealth transitions.

In this episode, you’ll learn:

• About the role of a lifelong learning plan in transferring wealth between generations
• Why it’s beneficial for families to create a lifelong learning plan
• The #1 concern that clients have during generational wealth transition planning
• Factors to consider when creating a lifelong learning plan
• And more!

Tune in to learn how a lifelong learning plan can help you and your family navigate your financial future!

Resources:  HighTower Great Lakes | Episode 7 – Multigenerational Family Meetings

Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.