Site Logo Blue

About the
Generational Gifting
Concept Platform

At our core, the Generational Gifting Concept is an educational platform that educates families on what we believe to be the most efficient way to gift assets to future generations. Through years of platform building and creating a super network of Generational Gifting Concept Practitioners, we have made the impossible, reality.

That reality is the existence of a platform that is capable of providing a clear and actionable path for parents and grandparents to create a better financial future for their children and future generations which has never been done before at this scale.

About the Generational Gifting Concept Platform

Implementing the
Generational Gifting Concept

Our goal as you are navigating throughout our educational platform is to provide you the resources and content necessary so you can accomplish something you have always wanted to do, but just didn’t know the most efficient way to do it. The first step in this journey is to watch the below implementation video to give you a high-level understanding and example of how you can apply the knowledge gathered through the Generational Gifting Concept platform.

Implementing the Generational Gifting Concept
Close
By submitting this request, I agree to receive e-mails, phone calls and text messages using automated technology from the Generational Gifting Concept Platform, its Practitioners, affiliates or vendors on its behalf regarding the implementation of the Generational Gifting Concept, at the e-mail address and phone number(s) above, even if it is for a wireless phone.

Request Submission

Scroll

Maximizing the Generational Gifting
Concept Experience

how-to-maximize-the-ggc-experience-mp4
Close
By submitting this request, I agree to receive e-mails, phone calls and text messages using automated technology from the Generational Gifting Concept Platform, its Practitioners, affiliates or vendors on its behalf regarding the implementation of the Generational Gifting Concept, at the e-mail address and phone number(s) above, even if it is for a wireless phone.
Close

During the initial gifting workshop your Generational Gifting Concept Practitioner will provide a detailed overview from start to finish of our planning and approach to the implementation process. The practitioner will also gather the necessary info required to build out your custom gifting plan. Since every plan design has it own unique fingerprint, this is your opportunity to express your unique gifting goals and aspirations.

Close

During the zoom call your Generational Gifting Concept Practitioner will provide an in-depth review of your custom gifting plan design. This is an opportunity for you to make any changes & suggestions prior to the final plan design approval. The average meeting time is 45-60min and you will receive all of the content reviewed in a post zoom call email sent from your practitioner.

Close

Once you have reviewed your custom gifting plan and completed any desired changes, you will then schedule a 20-30 min phone call with your practitioner to review the final plan design and complete the application process.

Close

The Legacy Planning Kit includes a physical step by step guide for you to complete. This guide is meant to provide very detailed instructions and a clear plan of action for the gifted to use in the future to ensure your gifting goals and wishes are communicated efficiently to your future generations.

Step 4

Step 4

Review and approve your Generational Gifting Concept Plan Design and complete the application process.

Overview of the Review and Application Process

Step 5

Step 5

Once your application is approved and you have successfully implemented the Generational Gifting Concept, it is now time to order and complete your Legacy Planning Kit.

What does the Legacy planning kit consist of?

Step 1

Step 1

Complete the request to meet with a Generational Gifting Concept Practitioner.

Request Submission

Step 2

Step 2

A Generational Gifting Concept Practitioner will contact you within 24-48 hours of your request to schedule the initial gifting workshop.

We recommend reviewing the Knowledge library content prior to the initial workshop.

What to expect during the initial workshop

Step 3

Step 3

Meet with your Generational Gifting Concept Practitioner over a zoom call and review your custom tailored gifting plan.

What to expect during & after the zoom call

Meet with a Generational Gifting Concept Practitioner

Meet with a Generational Gifting Concept Practitioner

We are excited to take the next steps with you and help change the financial landscape of your future generations.

By submitting this request, I agree to receive e-mails, phone calls and text messages using automated technology from the Generational Gifting Concept Platform, its Practitioners, affiliates or vendors on its behalf regarding the implementation of the Generational Gifting Concept, at the e-mail address and phone number(s) above, even if it is for a wireless phone.

Cookie Settings

This website uses cookies to improve your experience. By using our site, you agree to the use of cookies and our Terms and Conditions of use. Learn More

Ok