Start Leaving Your Mark Today!  

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