Preparing The Next Generation

multigenerational family

At Franklin Retirement Solutions, we know that true financial and estate planning extends beyond our clients — it’s also about preparing the next generation.

Don't let your family be unprepared. Whether it be kids, nieces, nephews or other loved ones, tell us who they are so we can invite them to our upcoming Next Generation Webinar, an educational session with plenty of time for Q&A.

Jeremy Wechsler and Kyle Plotkin will be touching on the following topics and more:

  • What to expect when wealth transitions in the years ahead
  • How to build a strong financial foundations (pre-retirement planning)
  • Key concepts in taxes, investing, and inheritances/estate planning, and
  • How to avoid common financial missteps and take advantage of planning opportunities early

Have kids, nieces, nephews, etc. that need to know this stuff? Fill in their info below and we'll send a webinar invite their way.

Just to clarify one more time—this isn't a webinar being presented to clients. We're doing this webinar to help every client prepare their kids, nieces, and nephews for what the future holds for them.

Next Generation Webinar Signup

Fill out your younger family member's information so we can invite them to the Next Generation Webinar.

  • This field is for validation purposes and should be left unchanged.
  • We're not going to bombard them or call them. We will text them a reminder message the day of the webinar, though.

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