12
June
6 Steps to Legacy Planning
Description
Join us for a new look, fun & fresh take on "estate planning." We believe that what you leave behind for future generations is about more than tangible assets, but also your families' values and history.
During this presentation we will discuss:
** We respectfully ask that anyone with relation to the financial services industry (to include but not limited to: financial advisor, RIA, CFP, etc.) or licensed insurance agent do not attend our presentations. Please note that we do reserve the right to deny access.
During this presentation we will discuss:
- The reality of unexpected death or incapacitation;
- Common Estate Planning problems; and
- A 6 Step Legacy Planning Process
** We respectfully ask that anyone with relation to the financial services industry (to include but not limited to: financial advisor, RIA, CFP, etc.) or licensed insurance agent do not attend our presentations. Please note that we do reserve the right to deny access.
Date and Time
Sat, Jun 12, 2021
10:00a - 11:00a EST