Six Steps to Legacy Planning for the Generations
About the Webinar
In this presentation, we'll examine how you can set up a legacy plan to support and protect your family and the causes or organizations that you care the most about.
Our Unique Two-Phase "Generational Planning" Approach
Why a legacy plan should expand beyond the focus of traditional estate plans.
Building A Successful Legacy Plan
The six-step process you can follow to build a successful legacy plan.
Common Mistakes to Avoid
Some common mistakes to avoid and why it is so important to protect your family by getting your estate plan right.
Derek Tharp, Ph.D., CFP®, CLU®, RICP®
President, Conscious Capital, Inc. | Assistant Professor of Finance, USM