Create a Family Plan

Introduction - Family Plan

Once you have completed the previous lessons in the Comprehensive Retirement Planning Series, it is time to prepare for the Family Meeting. In this meeting, you will present your family members with the decisions you have made and explain your expectations, their roles, and the resources that are available to them for your care. This video introduces you to the concept of the Family Meeting.

In this academy

Prepare for the Family Meeting – LifePlanning Review

Share to Social

Tell your network about this class

Share to close friends