WHY LEGACY PLANNING? WHY TODAY?*                                                                                      Fee: $25

E 159 Wednesday, 10/25 (One session)                  7:00 - 8:30 PM                     HS Room: 185

Have you taken the time to prepare for a smooth transition of your Assets? When it comes to leaving behind a legacy for the next generation, most people don’t have a plan. But we want to

ensure that our wealth, values, and history transfer to our children and grandchildren. Sometimes you need a helping hand getting started, and this workshop aims to do just that. People push off talking about estate planning to avoid thoughts of death. But legacy planning is so much more than documents and estates. It is a people-focused, holistic approach to leaving your mark for the next generation. Attend this course and learn:

 How generational planning is replacing traditional estate planning

What happens when a legacy isn’t planned

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

The process to start leaving your mark on the next generation

INSTRUCTOR: Paul Muller, graduated from the State University of New York at Albany with a degree in Economics and has over 20 years of experience in the financial industry. He’s a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Estate Planner (AEP®), and holds a FINRA series 65 registration through Vision Retirement.