Episode 8 – What is a Lifelong Learning Plan?
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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