Family Summit Invitation Talking Points Framing It Up With The Kids
Use these talking points with your clients when discussing an upcoming family summit meeting and how to frame it up with the kids. Download
Tag: Family Summit
Sample Family Summit Meeting Website Copy
Use this sample website copy as a starting point for inspiration and customize it with your own words and logo. Download
Sample Family Summit Thank You Letter – Client
Use this resource as a template when sending thank you letters to clients after a family summit meeting. Download
Sample Family Summit Thank You Letter Kids
Use this resource as a template when sending thank you letters to your clients’ children who attend a family summit meeting. Download
Sample Agenda Family Summit Meeting
Use this resource to help create an agenda for a family summit meeting. Download
Sample Agenda Family Summit Client Pre-Meeting
Use this resource to help ensure clients are prepared for their family summit meeting. Download
Family Summit Meeting Checklist
Follow these steps, from meeting planning through follow up, to implement a successful Family Summit experience for your clients and their families. Download
Family Summit Planning Guide and Toolkit
Use this resource to help walk you through all the steps of hosting a family summit meeting with clients. Download
Legacy Will Workbook
Use this workbook to guide your thinking in creating a Legacy Will and/or preparing for a Family Summit Meeting. Find a quiet space and take…
Sample Family Summit Brochure
Use this sample brochure as a starting point for inspiration and customize it with your own words and logo. Distribute it to your top-tier clients…