15
Dec
Savvy Legacy Planning: Steps for the Generations Daytime Webinar
Description
You have a lifetime of assets, wisdom, experiences, and values. But how do you convey them to the next generation in a way that
honors your legacy? Too many people get it wrong. But it shouldn’t
be that way.
Attend this complimentary workshop and you will learn:
honors your legacy? Too many people get it wrong. But it shouldn’t
be that way.
Attend this complimentary workshop and you will learn:
- How generational planning is replacing traditional, stuffy estate planning
- What happens when a legacy isn’t planned
- A tale of two families: James Gandolfini and Randy Pausch
- How legacy planning can be a meaningful, even fun, process
- How to prepare for sudden incapacity
- The importance of expressing your wishes and conveying your values
- How to successfully transfer your wealth, tangible and intangible
- A six-step process to start leaving your mark on the next generation
Date and Time
Thu, Dec 15, 2022
12:00p - 2:00p EST