Your Family - Your Business -Your Legacy: Dying with Clarity in a Culture of Denial
With Stacey Romberg & Debb Whitlock
If you died tomorrow, how would your death affect your family - both personally and financially? How would your assets be transferred? And, what about your business? What would happen to your ongoing transactions and clients? Would they be taken care of? Are you confident in a time of crisis your family would know what to do? Where are the important documents kept? Passwords? Investment accounts? Have you talked with those closest to you about the end of your life? What are your intentions? How do you want to be remembered? Are you scared to even think about it?
We all know we need to do a will and create a personal estate plan, but the thought can be overwhelming - and the fear of thinking of this future is too much for many to consider. We know the reasons people get stuck in their planning process and at this 1/2 day workshop we'll make sure you have the tips and tools to get your completed this year.
At this 1/2 day workshop you'll learn:
Business succession strategies for the small business owner
Estate planning for traditional and non-traditional families - how to clearly convey your wishes
Life Insurance, Key Person Insurance and Insuring Buy-Sell Arrangements - protecting those things most important to you
Defining Your Legacy - beyond the stuff - what is the message you want to leave about your life
Bring your spouse, your partner, ... or come on your own to this very important and informative program.
