The Art of Multigenerational Planning
Join Abby Schneiderman, Co-CEO and Co-Founder of Everplans, and Harris Scher, Senior Director at Everplans as they discuss The Art of Multigenerational Planning.
Key Takeaways
- Trends that are driving advisors to offer a more robust service for their clients and their clients families.
- Different means through which advisors can connect with their next generation of clients.
- Benefits of taking a full family approach.
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About the Speakers
Abby Schneiderman
Co-Founder and Co-CEO at Everplans
Harris Scher
Senior Sales Director at Everplans
Harris Scher has focused his nearly 17-year business development and sales career partnering with clients to understand their challenges and meet their objectives. Prior to joining Everplans, Harris was responsible for the management of various enterprise sales teams during his 14 year tenure at Bloomberg LP, focusing on data, technology, and regulatory driven solutions to financial institutions across North America.
Related Resources
White Paper
Attitudes and trends in working with multiple generations within one family
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