Family Meetings – Chris Boyd and Jeff Perry welcome Robert Mauterstock of
Plan4Life to discuss when and why family members should be included financial
planning meetings. The trio discusses real-life situations where including family
members in meetings with financial advisors makes the most sense. Bob offers advice on
what types of information should be shared with your children and in what context. The
importance of estate planning is also highlighted.

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Family Financial Planning

Estate Planning Advice

Financial Advisors Meetings

Involving Family in Finance