A tip from Amy Florian on Multigenerational Planning

October 24, 2018

Weren't able to attend BCF's Multi-Generational Planning Seminar featuring Amy Florian? Here's a tip from  Amy tips on how you can connect with the next generation of clients. You can also find a list of resources she shared during the seminar below. 

Online Resources: 

Health-related Documents

Living will

Ways to start a conversation on healthcare wishes

Financial and Legal Documents

Contact Information

2 East Read Street, 9th Floor | Baltimore, MD 21202 | Directions
P: (410) 332-4171 | Email Us

Connect with Us

Subscribe to e-news

Sign up for
our E-Newsletter