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Why Estate Planning? Why Now? (11-01-22) - Shared screen with speaker view
Charles Howell
37:41
Is the presentation ready or still under review?
Doug Pierce
41:15
Hi Charles, we have 3 FINRA reviewed presentations in the Savvy Generational Planning program: Six Steps to Legacy Planning for the Generations, How to Plan, Communicate, and Execute the Smooth Transfer of Assets and Values From One Generation to the Next, & Savvy Generational Planning: Opportunities for Collaboration and Joint Business Development (this last one is for delivering to COIs).
Charles Howell
42:30
So is it still HM legacy planning or has the title of the program name changed?
Doug Pierce
43:17
It has changed to "Savvy Generational Planning for Boomers"
Charles Howell
44:43
Has the materials been sent out? I don't remember getting it yet. Thanks.
Doug Pierce
47:25
I'm going to have to confirm the physical materials with member support for you. But all the presentations are available in the Presentation section of the Master portal: https://master.horsesmouth.com/presentations.aspx
Charles Howell
47:49
Yes thanks
Doug Pierce
55:50
Waiting to hear back on the physical materials. I'll email you with the answer if I don't get it until after the webinar ends, Charles.
Charles Howell
56:58
no problem, I will also look in case I put it on my HM shelf without looking at it
Doug Pierce
01:00:04
Learn more about Savvy Generational Planning:https://www.horsesmouth.com/generational