Broker Check
28 Feb
6 Steps to Legacy Planning for Generations: Start Leaving Your Mark Today!

Description

Learn to Craft Your Legacy and Leave Your Mark for 

the Next Generation

You have a lifetime of assets, wisdom, experiences, and values. But how do you convey
them to the next generation in a way that honors your legacy? Too many people get it
wrong. But it shouldn’t be that way.

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

RSVP Today! Lori J. Ellingson, TEXT 541-329-4868

or ellingsonl@agatefp.com 

Date and Time

Wed, Feb 28, 2024

5:00p - 6:00p PST

Location

Newport Public Library

35 NW Nye St.
Newport , OR 97365

Note

Newport Public Libary: 541-265-2153

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Event Registration