Permission to Spend: Rethinking Legacy Planning for Child-Free Clients

Discover how to reframe legacy planning, estate strategies, and wealth management for clients without children. Join host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, as she interviews Bri Conn, CFP®, Childfree Wealth Specialist® at Childfree Wealth®. Learn how to build trust with this unique, and often underserved client base, avoid common planning biases, and implement the "Die With Zero" philosophy to help clients live their best financial life. From redefining legacy beyond genetic inheritance to creating flexible work arrangements that prioritize life experiences, this episode covers essential strategies for advisors looking to better serve the growing child-free market.

Resources:

• Book referenced: Die With Zero by Bill Perkins
• Podcast: Childfree Wealth Podcast
• Volunteer platform: Volunteer Match
• Child-Free Wealth website: childfreewealth.com