70% of estate transition plans fail, not because of a poorly defined estate plan, but because parents haven't transferred their values to their children. Learn how to talk with clients about something that robo-advisors will never be able to replace — investing in your children and leaving a legacy.
True Tamplin is a public speaker, executive coach, entrepreneur and author. His book Raising an Executive speaks on leaving a legacy through investing in your children—by igniting their inner executive to outperform their peers and continue your legacy.
NEW VENUE:
The Hyatt Regency4545 MacArthur Blvd.Newport Beach, CA 92660
REGISTER HERE
Functional cookies , which are necessary for basic site functionality like keeping you logged in, are always enabled .
Allow analytics tracking. Analytics help us understand how the site is used, and which pages are the most popular. Read the Privacy Policy to learn how this information is used.