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
Tue, Mar 08, 2022
11:45a - 1:30p CST
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.