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Family Bank Kickoff Guide

Streamline your Family Bank Kickoff Meeting

Cover All the Details

This guide helps you and your partner make sure you've covered all your bases during the planning process, before you sit down with your children.

2

Streamline Your Conversation Flow

There are a lot of details, and you want to ensure you hit on all the important points, while providing a logical flow to unveil the grand plan.

3

Document for Later

"Wait, what did you say Dad?"

It's a lot to digest and remember! By having the details written down, the children can refer back to what you told them as their minds work through everything you discussed. 

4

Customize and Update

This guide is in Word Doc format. Modify it to fit your needs - both at launch and as your bank evolves.

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