Meeting Guides

Savvy Generational Planning First Meeting Guide

First Meeting Guide

This downloadable guide will provide you with a range of resources to choose from as you meet with clients and prospects to discuss legacy planning. It includes:

  • Legacy Planning Assessment
  • Legacy Planning Checklist
  • Family Legacy Worksheets

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Client Meeting Guide

Savvy Generational Planning Client Meeting Guide

This downloadable guide is a selection of worksheets and information to help you help clients and their families go through the four steps of savvy generational planning. It includes:

  • List of Values
  • Family Financial Goals
  • Financial Concepts Quiz
  • Financial Education Resources
  • What to Do When You Inherit Money
  • Executor Checklist


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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