This advisor-focused webinar introduces advisors to key steps and tips on how to implement an education plan with affluent families. This education plan can be used as a tool to engage with the NextGen family members and develop responsible stewards of wealth.

In this session, we share how advisors can guide family members in establishing an education action plan that connects with their values and family goals while supporting key knowledge areas essential for NextGen beneficiaries.

Set up a short one-on-one consultation to discuss:

  • Your needs, interests, program, and pricing options
  • Ways to use Tamarind Learning (individually, in groups, or cohorts)
  • See a live demo and ask any questions you may have

Schedule below: