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Legacy Planning

Some use the word legacy to mean money, but in reality a legacy is everything you leave behind: your values, your wisdom, and everything you’ve built for your family over your lifetime. This webinar will address your family’s access to important accounts, your medical wishes, and your goals for your wealth. Join us for this free educational webinar on Wednesday, July 21, 12:00 pm MDT.

 

 

 

 

Devise Your Legacy Before it's too Late

On July 21, Advice Chaser will host a webinar on Legacy Planning. What do you want to leave to your family when you are gone? Your legacy includes your values and wisdom as well as your possessions and estate. The webinar will address your family’s access to important accounts, your medical wishes, and your goals for your wealth. Christopher Hunter, certified financial planner with Merrill Lynch, will present. With his years of experience helping individuals plan for their future, he will have important insights to share.

Access to Important Accounts

Medical
Wishes

Possessions, Estate, and Overall Wealth
 
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