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Six Steps to Legacy Planning for the Generations

Course Description

In this course we will show you how generational planning is replacing traditional, stuffy estate planning and what happens when a legacy isn't planned. We will discuss 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 assets, and a six-step process to start leaving your mark on the next generation.

Please note: this course requires membership in Silver Frogs Membership Fall 2019

Number of Seat(s) Available: There are 3 openings remaining at this time.

Dates:December 5, 2019
Meets:Th from 1:00 PM to 2:30 PM
Instructor:Tena Burrell
Fee: $0.00Fee Breakdown