2 For illustrative purposes only. Not based on actual client data. FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC. 2
Summary
This ebook developed by Envestnet MoneyGuide covers
how to build a solid estate planning foundation and how
you can provide guidance to the next generation.
• The Wealth Challenge
• What is Estate Planning?
• Benefits of Planning
• Integrate Estate Planning into your Practice
• Top concerns of the Next Gen
• MyBlocks
• Engaging the Next Gen
Preparing for the
Great Wealth Transfer
