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!

Webinar Info

Thursday, November 17th at 11:00 am PT / 2:00 pm ET

Via Zoom

Event Speakers

Susan Turnbull is the founder and Principal 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 and the designer of the Life Legacy Cards and the Life Legacy Conversations tool, all designed for those who agree that personal wealth has tangible and intangible dimensions.

Jordi Mullor is a Growth Specialist in wealth management, and joined Rebalance from Hightower Advisors, where he was responsible for implementing scalable growth initiatives for more than 20 Hightower firms. Before Hightower, Jordi spent nine years wearing many hats at Boston-area RIA Lexington Wealth Management.

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