Broker Check
11 June
6 Steps to Legacy Planning for the Generations

Description

Your legacy is more than just your assets—it's your values, your story, and your impact on the people you love. In this eye-opening session hosted by Mission Financial Planners, you'll discover how modern legacy planning goes beyond traditional estate strategies to help families preserve not just wealth, but wisdom. Learn why generational planning is essential, what happens when it's neglected, and how to create a process that reflects your values and strengthens family bonds. With lessons from real-life examples and a six-step framework, this webinar will guide you through how to express your wishes, plan for incapacity, and leave a lasting mark on the next generation.

Whether you're just starting to think about your estate or you're refining your plan, this session will help you take confident, values-driven action.

Date and Time

Wed, Jun 11, 2025

12:00p - 1:00p CST

Location

Zoom: https://zoom.us/j/97270704800

PT1H

Event Registration

Will you be able to attend this event?