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COMING UP: Q2 2024 Advisor Seminar: Understanding How to Serve the Unique Needs of RisingGen Clients in Their 20's

Pro & Pro Plus Members Only

New Resources in the Resource Hub!

--> Spending with Purpose: Aligning Your Wallet with Your Values
-->True Wealth Project – Legacy and Intergenerational Wealth: Optimizing Your Family Wealth Decisions
--> Family Meeting Summary Reports: An Advisor Guide

"As an Advisor, you are in a key position to instill financial confidence in females and prepare them to take control of their finances."


Basic | Pro | Pro+

Stop an Heir War

This article, published by CAPTRUST, features Dr. Richard Orlando discussing estate planning.

Pro | Pro+

Family Meeting 101

This video outlines the foundational elements necessary to create a successful family meeting.


Fair vs. Equal

This video discusses the difference between fairly and equally distributing assets during the estate planning process.