Glen ConeFinancial Professional
in the financial services industry
My Mission Statement
Author of "Generation Preservation, My Story in Trusted Hands". Generation Preservation is a decision to write down personal information and memories, so people in your life will know and understand what is significant to you. Clarifying where you’ve been so others will know where to go, ensuring that’s what’s important is communicated clearly, to be cherished by future generations.
Demystifying both financial and personal history can make a significant difference to you, your loved ones, and to your unique legacy.
Anyone that has ever lost a loved one or had to untangle personal information and liquidate an estate, understands the value of having a guide to follow when making decisions for those unable to do it themselves.
It should be understood that completing this book is not for the person writing in it; but for those we love and care about who we will, one day leave behind.
Please copy and paste the link below in your browser to download a fillable PDF of Generation Preservation.
- Life and Health
- FINRA Series 66 and 7 licensed in NYS and Florida
- Author. Generation Preservation, My Story in Trusted Hands.
- GRAPE: Greater Rochester Area Partnership for the Elderly
Life long resident of Ontario, NY