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Estimated Length: 45-60 minutes

Live Zoom Meeting

The Power of Legacy Planning Overview

"The Power of Legacy Planning” webinar is designed for clients who want to secure their family’s future by preserving values, assets, and legacy. This session provides a comprehensive overview of strategies to protect and grow family wealth across generations, covering key considerations like estate planning, income protection, and asset management. Through expert guidance, clients will explore tools to minimize out-of-pocket expenses, ensure continuity, and address family-specific needs, all aimed at achieving peace of mind for the future.
Ideal Client Profile:

This webinar is suitable for clients who:

  • Are interested in estate and legacy planning.
  • Want to protect assets for future generations.
  • Desire a structured plan for income protection and financial security.
  • Have unique family needs, such as special needs planning, family equalization, or business succession.
  • Seek to instill values and traditions while ensuring financial stability for their family.