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

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