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.