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Money, Family & Communication: A Primer for Boomers

The Boomer generation stands at a crossroad. Many are preparing for retirement, if they haven’t already retired; those who remain active in the workforce face an increasing generational gap. This white paper provides guidance for Boomers on money, family and communication. Topics include:

  • How to ensure that you hand down your values, not just your money
  • What to consider when leaving your business to your children
  • How to gather the courage to make tough decisions
  • Tactics you can use to more effectively communication with younger generations

To receive your complimentary copy of the tip sheet, fill out the form below.

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