What is money, if not the means to secure a better, more fulfilling life? And how will you communicate to your heirs the importance of your carefully assembled resources?
Legacy is about more than cash and property. It’s the transmission of your life’s work to the next generation. That’s why creating an “ethical will” is as important as writing down the purely monetary aspects of distributing wealth.
What You’ll Learn
Join Susan Turnbull, founder and principal of Personal Legacy Advisors, for an exploration of ways to pass on your values, the “intangibles” not considered by purely legal documents such as wills and trusts.
Susan is the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will and co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent. She speaks frequently to financial, estate planning, and philanthropic advisors, as well as their clients and donors. Her work has been featured in national publications, including The New York Times and USA Today.
As she puts it, “Helping our clients to think about their legacy is one of the most transcendental conversations we can have.” If you believe that wealth has important dimensions beyond simply assets, this is the workshop for you!
This event occurred on Thursday, November 17th at 11:00 am PT / 2:00 pm ET.
Below is a recording of the webinar.
Susan Turnbull is the founder of Personal Legacy Advisors. A professional writer, speaker and workshop facilitator, she is the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will, co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent.
Christie is a passionate active listener, who, through education and engagement, works to improve client literacy of retirement investment best practices. She is a seasoned Certified Financial Planner™ at Rebalance, and has over 15 years of experience in the private financial services sector. Her goal is to provide clients with peace of mind by educating them throughout the investment process, and keeping an open avenue of communication.