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Six Steps to Legacy Planning for the Generations (Eastern)

Six Steps to Legacy Planning for the Generations (Eastern)

Saturday, March 02, 2024

9:00a - 10:00a EST



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? If you do nothing, your legacy will write itself—for better or worse. Don’t let that happen. Join our next webinar to learn more.

This webinar starts at 9am Eastern, and will last about an hour.

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This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

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