Welcome to the Conversations for Financial Professionals Podcast Vault!
Season 6 Episode 54 - Preparing for the Next Generation of Wealth Transfer ft. Jean Dunn, CFP®
In this episode, we talk with Jean Dunn , CFP® about what the next generation of wealth transfer might look like and how we can prepare for it. Jean shares with us her thoughts on the matter, as well as some tips on how we can get our own finances in order so that we are prepared for whatever comes our way.