Multigenerational Planning for Your Clients and Your Business

Tynecia Martin, MBA, LUTCF®, FSS, Channel Marketing and Brand Specialist
August 21, 2018

For CPA financial planners, it’s not only important for their clients to build a multigenerational plan for the entire family—it’s important for their business as well. 

CPA financial planners Lyle and Chris Benson recently spoke about multigenerational planning with 1st Global advisor Jody Padar, The Radical CPA, at the AICPA Engage conference in Las Vegas. They explained how transitioning the next generation of clients from tax planning to full-service planning is also essential to the next generation of business growth.


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