Family Banking System - Guide to Annual Family Banking Meetings

How to set the stage, ground rules, vision and preparation for annual Family Banking Meetings. This guide includes a sample agenda of items to discuss, topics, and even engagement exercises for family members of different ages. This Guide goes together with the Book Don't Spread The Wealth by Richard Canfield and Jayson Lowe. Which is also protected by Instant Ip. While this guide can be used by anyone looking to make financial conversations more fun, engagement and impactful within the family it is focused on those who are already implementing the Powerful Infinite Banking Concept as created by R. Nelson Nash.

Mar 10, 2025, 11:13:33 PM