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Newsletter – Quarterly Insights – Q2 2023

The Great Wealth Transfer is upon us with approximately $85 trillion projected to be transferred through 2045. Research shows that family meetings, regular communication, and educational support are some of the most-effective wealth transfer planning strategies (Cerulli Associates January 2022). Learn creative and fun ways to teach rising generations everything from financial literacy to estate planning topics through experiential learning.
Kid saving money for the future

Teaching Kids About Money

Children of all ages can be taught financial literacy skills. Understand common developmental characteristics among various age groups to determine appropriate education objectives and how to implement an active learning process to achieve success.
Woman turning wheel of fortune

Interactive Game: Trusts & Estates

T&E basics with Wheel of Fortune
Playing games on tablet

Interactive Game: Estate Plan 101 Jeopardy Quiz

Test your knowledge of estate planning basics with this Jeopardy Quiz!
A man and a boy seated at a table, counting and handling cash.

Tips and Tools to Get Your Teenager Excited About Finances

In the article Finances and Budgeting for Teenagers, we discussed the varying topics that are applicable for their age. Getting teenagers excited about finance is equally as important...

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