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12 June
6 Steps to Legacy Planning


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:
  • The reality of unexpected death or incapacitation;
  • Common Estate Planning problems; and
  • A 6 Step Legacy Planning Process
Grab your coffee on Saturday morning and let's find ways to make this conversation more fun and exciting as you think through how you want to be remembered. Register today!

** 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


Online Webinar


Event Registration

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