Get Started with Savvy Generational PlanningSM for Boomers

The information and resources in this program will help you guide your clients through the ins and outs of the generational planning process. Join Savvy Generational Planning today and start helping your clients build a legacy for the generations.

Savvy Generational Planning goes beyond traditional estate planning and incorporates all the steps necessary for passing on values, traditions, and wealth to the next generations.

The program has three phases:

  • The first phase focuses on legacy planning
  • The second phase focuses on generational planning
  • The third phase focuses on COI team building

Become a member today


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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