Broker Check
03 March
Lunch & Learn Presentation: 6 Steps to Legacy Planning for the Generations


Attend this complimentary Lunch and Learn and you will learn:

  • How generation 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, and even a fun process
  • How to plan for sudden incapacity
  • The importance of expressing your wishes and conveying your values
  • How to successful transfer your wealth, tangible and intangible
  • A six-step process to start leaving your mark on the next generation

Date and Time

Thu, Mar 03, 2022

11:45a - 1:30p CST


Verley Financial

3130 W. 57th St.
Sioux Falls , SD 57108


This session will be held in the shared conference room located on the ground level. Enter through the main building door.

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