Navigating Estate Planning with Childfree Clients
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Specialized Knowledge
Concurrent Session
9/6/2025
9:50 AM - 10:50 AM
Franklin
Over the past three plus years, the Childfree Wealth team have focused on serving the 25% of the US that is Childfree. We have written two books, have over 150 podcast episodes, been in over 750 press hits, and have become a recognized expert in this area. We have evolved our services to provide life, financial, estate and tax planning services to Childfree people through our SEC RIA, Childfree Wealth®?. We are dedicated to bringing knowledge, training and resources to the advisor community about how to manage and advise on the unique aspects Childfree experience.