21 June
Six Steps to Legacy Planning for the Generations


When it comes to leaving behind a legacy for the next generation, most people don’t have a plan. But we want to ensure that our wealth, values, and history transfer to our children and grandchildren. Sometimes you need a helping hand getting started, and this seminar aims to do just that.

People push off talking about estate planning because they want to avoid thoughts of death. But legacy planning is so much more than documents and estates. It is a people-focused, holistic approach to leaving your mark for the next generation.

Topics covered in the seminar include:

  • How generational planning is replacing traditional, stuff 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 plan 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

Tue, Jun 21, 2022

6:00p - 7:00p EST




Event Registration