1) College Savings Strategies 2) Understand my investment strategy 3) Manage healthcare expenses 4) Guard against Inflation 5) Plan for Business Succession 6) Know When and How to Take Social Security 7) Fund education expenses 8) Save for retirement 9) Preserve my assets 10) Preserve my income 11) Fund major purchase or goal 12) Use leverage to grow wealth 13) Mitigate taxes 14) Update or prepare estate plans 15) Leave a legacy 16) Support a charitable cause 17) Create a positive impact on society 18) Help others 19) Make a difference 20) Life in retirement 21) Care for family member 22) Plan for the unexpected 23) Manage debt 24) Prepare for an illness or incapacity 25) Prepare heirs 26) Set Priorities and create a plan

Crucial Conversations

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