Free Webinar

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

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