Leaving a Legacy - Align Your Values and Create - May 7

What matters most to you? Discover how to weave your core values and life experiences into a meaningful legacy that transcends financial inheritance. This enlightening session explores creative ways to help families and individuals align their wealth with their values, minimize taxes, and create meaningful impact for future generations. Estate and tax planning, asset protection, philanthropy planning, next-generation engagements, and family retreats.

Through interactive exercises and thoughtful discussion, you'll identify your most treasured values and learn practical tools for documenting and sharing your life lessons. Leave with a clear vision and concrete steps for creating a legacy that truly reflects who you are and what you hold dear.