Friday, February 7th, 2020
5:30pm - 7:00pm
Saturday, February 8th, 2020
10:00am - 12:00pm
Location: Occidental Underwriters Lounge at 1163 S. Beretania St.
More than estate planning. Legacy planning is passing on your knowledge, dreams, values, and desires to your future generations. Your legacy will write itself, for better or worse, if you do nothing. This is not driven by documents, rather by communicating values that defines the family culture, setting family goals, learning key financial concepts, and preparing beneficiaries for inheritance. This touches on the importance of family-focused estate planning: philosophy and approach to multigenerational planning.
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