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      Six Steps to Legacy Planning for the Generations: Start Leaving Your Mark Today! FI091 in Binghamton


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      October 22, 2019

      Tuesday   7:00 PM - 8:30 PM

      907 Front Street
      Binghamton, New York 13905

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      Six Steps to Legacy Planning for the Generations: Start Leaving Your Mark Today! FI091

      Six Steps to Legacy Planning for the Generations: Start Leaving Your Mark Today!

      Traditional “estate planning” doesn’t really cover everything that needs to be discussed. Your legacy is far more than just tangible assets – it includes a lifetime of not only assets, but wisdom, family history and experiences, and values. How do you convey them to the next generation in a way that honors your legacy? Learn how generational planning is replacing traditional, stuffy estate planning.

      Program Topics:
      • How generational planning is replacing traditional, stuffy estate planning
      • What happens when a legacy isn’t planned
      • A tale of two families
      • 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
      This class meets on Tuesday, October 22, from 7:00-8:30pm.

      Cost: Payment required - The cost for this class is $34. Please call 607-778-5012 to register.

      Categories: Other & Miscellaneous

      Event details may change at any time, always check with the event organizer when planning to attend this event or purchase tickets.