Broker Check

Franklin Tennessee

725 Cool Springs Boulevard

Suite 600
Franklin, TN 37067

Troy Michigan

101 W. Big Beaver Road

Suite 1400
Troy, MI 48084
28 Feb
Six Steps to Legacy Planning for the Generations


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

12:00p - 1:15p CST


Zoom Webinar


Approval # 514785


Event Registration