Learn to Craft Your Legacy and Leave Your Mark for the Next Generation

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If you do nothing, your legacy will write Itself—for better or worse. Don’t let that happen. Learn how.

Consider these two legacy scenarios:

SCENARIO 1: You do little or nothing, and leave behind incomplete or conflicting

documents. Fighting among family members ensues. Unexpected taxes hit. Important sentiments get left unsaid.

SCENARIO 2: Your spouse is cared for, your children are prepared for inheritance, your grandchildren understand how you lived and what you believed. Organizations you support carry on their good work.

Attend this complimentary workshop and you will learn:                             

• How generational planning is replacing traditional, stuffy estate planning
• What happens when a legacy isn’t planned A tale of two families: James Gandolfini and Randy Pausch
• 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
•  A six-step process to start leaving your mark on the next generation

You have a lifetime of assets, wisdom, experiences, and values. But how do you convey them to the next generation in a way that honors your legacy? Too many people get it wrong. But it shouldn’t be that way.

Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business