Learn to Craft Your Legacy and Leave Your Mark for the Next Generation

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:

• 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 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

“If you do nothing, your legacy will write Itself—for better or worse.
Don’t let that happen. Learn how.”