Are You 10 Years or Less from Selling Your Practice?
Thursday, March 28th at 12 pm ET
In this fast-paced webinar, Duncan MacPherson will be joined by Sherri Palle, one of Pareto's most experienced Coaches. Sherri has worked with many Pareto clients on preparing for their succession and building out their exit plans, ensuring they capitalize on their life's work.
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Legacy Planning
2022-08-12 • 20 second read

Legacy planning is much more than transferring money from one generation to the next.
 
It’s also about transferring values. If you simply “give” the money to your children, they might lack the wisdom, grit, and satisfaction of accomplishment that only struggle and adversity can bring.
 
Tune in to the latest episode of the Always On with Duncan MacPherson podcast to learn how you can help your clients prepare their children for the real world, instead of spoiling them with free money, by clicking here: 

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