EstatePlanningMag

Intergenerational Family Wealth and Business Transition, Philanthropic Integration, Heir Preparation, Purposeful Trust Planning, Legacy Conversations and more!

[EstatePlanningMag @EstateMag]

Listen to the most recent episode of @InceptionWealth wealth podcast: What if I have a Professional or Elite Level Athlete that requires wealth and estate planning? (Part 1) https://t.co/mwkceDKcEn

[Chris Delaney - Intergenerational Wealth Educator @FEAdvisor]

Great fun yesterday shari g #AbundantEstate process with Regina Estate Planners Council — plan with purpose #estateplanning

[Chris Delaney - Intergenerational Wealth Educator @FEAdvisor]

Listen to "What if I have a Professional or Elite Level Athlete that requires wealth and estate planning? (Part 1)". ⚓ https://t.co/jeQLM1wOJy

[Lake Tahoe USFS @LakeTahoeUSFS]

Based on positive plague tests and planned treatments, Taylor Creek Visitor Center and Kiva Beach parking areas will be closed Sunday through Friday. The Tallac Site / Kiva Picnic parking area will be open. Visitor Center staff and volunteers will be at the Tallac Historic Site.

[Chris Delaney - Intergenerational Wealth Educator @FEAdvisor]

Missing the live public events to share @NakedOpus but versions are available at https://t.co/yKNMb3agDn (digital) and https://t.co/wC4H5n0Mdy for print versions. Check it out!! https://t.co/bnkYhxUb8s

[Chris Delaney @TheEstateLawyer]

The Naked Opus: Growing Your Family Wealth for the Long Term--A Novel Approac... https://t.co/CovaAkcVla via @amazon

[Naked Opus @NakedOpus]

Just shipped first copies of @NakedOpus to #Australia — #estateplanning and ##wealth #transition for the long term https://t.co/eG1HOka5aF for copies #estateplanning

[Chris Delaney @TheEstateLawyer]

This will be amazing set of presentations from @CAFANET by @MonicaClare6 and @ElaineFroese — fascinating and useful content to improve the quality of your advice!

[Chris Delaney @TheEstateLawyer]

The Naked Opus: Growing Your Family Wealth for the Long Term--A Novel Approac... https://t.co/BvFtEkRoh8 via @amazon

[Chris Delaney @TheEstateLawyer]

@InceptionHour @NakedOpus @FEAdvisor — live, virtual events for #clients and #advisors @Advocis

[Chris Delaney - Intergenerational Wealth Educator @FEAdvisor]

Happy New Year and Stay Safe in 2021!!! Next year in Hawaii! Aloha! @ Old North https://t.co/ZeB3sP2JKR

[Chris Delaney @TheEstateLawyer]

#Legacy Planning for 2021? Having a client event and need a great topic? #2021 will be a year of changes, make the changes that are important to you and your family.
#estateplanning #wealthmanagement #willsandestates #wills #succession #philanthropy

[Chris Delaney - Intergenerational Wealth Educator @FEAdvisor]

I really enjoyed sharing some of the aspects of my upcoming book with Farm Credit Canada / Financement agricole Canada last week -- you can watch the presentation here "Five Biggest Estate Planning Mistakes Everybody Makes (and how…https://t.co/Yf1XmvOrO7 https://t.co/gBHJ5whBLd

[Chris Delaney @TheEstateLawyer]

The Naked Opus: Growing Your Family Wealth for the Long Term--A Novel Approac... https://t.co/kDHJ1teMce via @amazon

[Chris Delaney - Intergenerational Wealth Educator @FEAdvisor]

Ask “Why?” In your planning. https://t.co/r43gzVMsaM

[Chris Delaney @TheEstateLawyer]

Estate Planning Mistakes Everybody Makes https://t.co/qAk08kFJIt via @nakedopus

[Chris Delaney @TheEstateLawyer]

How will you #PlanWell?

[Chris Delaney @TheEstateLawyer]

Featuring @newdementians Dawn Wiggins - register for free at https://t.co/4QjIICnF6S

[Chris Delaney @TheEstateLawyer]

This event is free- register at https://t.co/4QjIICnF6S