Is your next gen prepared FOR THEIR FINANCIAL FUTURE? 

Imagine your next gen growing up with Instagram, Facebook and Shark Tank. They've encountered story after story of overnight millionaires... Should you be surprised that we have a generation with a warped view of money and little education on how to manage it?

Here’s the good news: The next generation is smart, intelligent, capable, and they want to learn.


We held an event designed to empower the next generation for their financial future and we uncovered topics like:

  • The Power of Compounding Interest
  • Avoiding “Lifestyle Creep”
  • The Components of a Full Inheritance
  • Strategic Planning

We're passionate about helping families thrive across generations, so we're giving you video content from the event. Our hope is that these resources help prepare your next generation for their next 30 years.

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