Week 1:
New Parents Wealth Planning Checklist
A simple checklist for your clients that outlines some of the most important factors they need to consider when welcoming a new family member.
Week 2:
What To Expect (Financially) When You Are Expecting
Explains how expecting parents can plan financially and also outlines some wealth planning opportunities they should consider.
Week 3:
Key Aspects of Your Will
Helps your clients to understand what key decisions they will need to make when it comes to creating a will.
Week 4:
Considerations When Choosing Guardians
Helps your clients to understand what key decisions they will need to make when it comes to creating a will.
Week 5:
Tax Breaks for Parents
Covers all the things your clients should consider when picking guardians for their minor children.
