Why Your Investment Plan Needs To Outlive You

$84 trillion is changing hands in the next 20 years — will your family be ready?

Welcome to The Great Wealth Transfer — where we break down how to protect, grow, and pass on wealth across generations. In this first episode of our six-part series, David Pulcini, CFP®, unpacks investment strategies that outlive you, reduce taxes for your heirs, and create real clarity for the people you love.

In this episode:

• Why your investment plan is incomplete if it ends with you
• How one client’s $2.5M portfolio played out for his kids
• The 3 strategies to protect wealth after you're gone
• Why a video message could be the most important investment you leave behind

Book a call with SixPoint Financial Partners: https://calendly.com/dpulcini

Contact: [e-mail]
Learn more: https://sixpointfp.com

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