Wealth is a Disruptor

Nathan Merrill and Karl Frank, CFP say wealth is a disruptor. It could be a force for good or bad!

• First principles, how is money a disruptor?
• Help define the benefactor’s goals
• Think about it from the inheritor’s side
• Now think about it four generations out, what will they value? Likely not the money…
• Hear a story about a ranch in the family and another story that goes all the way back to Colonial Virginia. What do the relatives most value today?
• Learn the importance and usefulness of having a guide
• Learn a few techniques to navigate important conversations safely.

In this podcast, we discuss the book,

Cycle of a Gift

by James Hughes etc. Importantly, the expert team offers a free discovery meeting. Contact any one of us at

www.expertnetworkteam.com

or email

info@expertnetworkteam.com