Estate & Legacy Planning Workshop
Your Legacy Is The Greatest Gift You Can Leave Behind. Let's Make It Count!
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This 10-week evening series provides the essentials of estate and legacy planning. Participants build their own comprehensive, documented plan and the confidence to take actionable steps forward for themselves, their family, and others.
Series Topics Include:
- Getting Organized
- Assembling Your Team
- Legal Preparation
- Minimizing Taxes
- Investing & Insurance
- Charitable Strategies
- Preparation for the End
Participants Receive:
- Expert Instruction
- Tools & Guides
- Private 1:1 review
- Family Session
- AAOC Certification
Instruction by Subject Area Experts:
- Estate Planning Attorneys
- Tax & Accounting CPAs
- Financial Advisors
- Philantropic Advisors
- Real Estate Brokers
- Care & Support Specialists
- Insurance Specialists