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The One Page Intergenerational Business & Marketing Plan – Webinar

May 25 @ 9:00 am - 10:00 am

May 25, 2022 – 9:00 a.m. – 10:00 a.m. (Arizona time) Webinar
Qualifies for One Hour Arizona CE Credit
No fee for NAIFA-Arizona Members


‘The One Page Intergenerational Business & Marketing Plan’ Achieving Success in any economy requires developing a written plan to define where the business is going and how the business is going to get there. And learn how to develop meaningful relationships with your client’s adult children to help them understand the value of Multigenerational Risk Management and Investment Planning.


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DOWNLOAD a PDF brochure: NAIFA Arizona May CE Webinar


May 25
9:00 am - 10:00 am