Join Jason Duffaut, CFP®, CAP®, CPFA®, CExP™, Kenneth Hamilton, CFP®, RICP®, CDFA®, and Matt Donaghue, CFP®, CLU®, CLTC®, AIF®, AIFA®, PPC®, NSSA®, RICP® of Mission Financial Planners for an insightful conversation on one of the most important, and most overlooked, parts of financial planning—how to prepare the next generation for both the wealth and responsibilities they will inherit.

Using real-life case studies like The Wilsons and The Millers, this webinar explores why some families successfully transfer wealth across generations while others lose it within decades. You’ll learn a four-step process to:

1. Define your family culture and clarify the values that guide decisions.

2. Set meaningful family goals for education, philanthropy, business succession, and legacy.

3. Teach essential financial concepts that help heirs steward wealth wisely.

4. Prepare heirs and executors to handle inheritances efficiently and confidently.

Through clear communication and proactive planning, families can preserve both their assets and their unity. This session will help you bridge generations, reduce future conflict, and build a lasting legacy of purpose, not just prosperity.

Don’t wait until “the talk” becomes a crisis—start the conversation today.