Client Presentations

Become known as an expert on the process of generational planning. Educate clients and prospects using our four FINRA-reviewed PowerPoint presentations. These are available to current members of Savvy Generational Planning.

Additionally, you will have the materials to present to COIs and offer them one hour of CPE credit.

Become a member today

Your membership includes a license to deliver and distribute:

Client Presentations (FINRA-reviewed)

Savvy Generational Planning Client Presentations

Four customizable client education presentations, including:

  • Estate Planning in the Time of Coronavirus
  • 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
  • Opportunities for Collaboration and Joint Business Development


This material is provided exclusively for use by individuals with an active license to the Savvy Generational Planning For Boomers Program. Use of this material is subject to the Savvy Generational Planning For Boomers Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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