28 Feb
Workshop: 6 Steps to Legacy Planning for the Generations


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

Date and Time

Wed, Feb 28, 2024

4:00p - 6:00p EST


Connect HQ

Lowry Commons
516 Lowry Ave
Jeannette , PA 15644
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Event Registration