Your legacy is more than just your financial assets—it’s the values, security, and opportunities you leave for your loved ones. Join us for "Love Your Legacy: Secure Your Family’s Future", an inspiring and practical webinar designed to help you take control of your financial legacy and ensure your family’s future is protected.
Legacy planning is an essential part of a comprehensive financial strategy, but it’s often overlooked. This webinar will guide you through actionable steps and valuable insights to create a legacy that reflects your values and priorities while ensuring your loved ones are cared for.
What You’ll Learn:
Integrating Legacy Planning Into Your Retirement Strategy: Learn how to align your retirement plan with your legacy goals, ensuring both are working together to protect your future and your family’s security.
Proactive Steps to Ensure Financial Security for Your Loved Ones: Explore practical strategies to safeguard your family, from insurance and wealth transfer methods to minimizing potential financial risks.
Key Elements of Estate Planning: Understand the tools you need to preserve your legacy, including wills, trusts, and other essential estate planning mechanisms.
Hosted by Kelly Olczak, CFP®, Co-Founder and Managing Partner of LynnLeigh & Company, this session will provide you with the clarity and confidence to secure your family’s financial future.
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