When it comes to leaving behind a legacy for the next generation, most people don't have a plan. But we want to ensure that our wealth, values, and history transfer to our children and grandchildren. Sometimes you need a helping hand getting started, and this seminar aims to do just that.

People push off talking about estate planning because they want to avoid thoughts of death. But legacy planning is much more than documents and estates. It is a people-focused, holistic approach to leaving your mark for the next generation.