Legacy Planning 101
September 24 @ 12:30 pm - 1:30 pm CDTFree
What do you want your legacy to be? During this free webinar, you’ll identify the loved ones and organizations you’d like to impact through your estate and get an overview of estate planning lingo and tools. You’ll identify the professionals you’ll want in your corner, get organized, ask key questions, and make a list of the next steps you’ll need to take as you flesh out your plan. You’ll have an opportunity to set up follow-up meetings to look at your net worth projections and set up strategic planned gifts, if desired.