October 21, 2023

Estate Planning for the Next Generation

The National Association of Personal Financial Advisors' Fall 2023 National Conference

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Brian Balduzzi discussed timely preparations financial advisors should consider when trying to create strategies that will impact successive generations. Brian discussed best practices for discussing estate planning among multiple generations, how to integrate the whole family into wealth transfer conversations, and how to engage the next and future generations in their own estate planning.


Omni Louisville Hotel
400 South 22nd Street
Louisville, Kentucky 40202

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