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What You Leave Behind Isn’t Just Money: The New Legacy Planning
Join us Thursday, June 26th at 5:00 PM EST for a one-hour workshop designed to reframe estate and legacy planning from a technical, fear-driven obligation into a practical, empowering step reflecting leadership and clarity, especially for families, professionals, and business owners navigating today’s financial complexity. Click here to register and learn more.
In This One Hour Webinar, You’ll Discover:
A clear understanding of what estate & legacy planning actually involves (without legalese)
The five documents everyone should have—and what happens if they’re missing
Practical examples of how thoughtful planning simplifies transitions & protects loved ones
Strategies to build a supportive financial environment.
A personal checklist to move from “intending to plan” to having it done
Presented By:
Arthur Bush
Chief Executive Officer
Vera Planning
Andrew White
Director of Client Experience
Vera Planning
Equip yourself with the knowledge and confidence to make 2025 your best year yet.
Stay tuned for more Vera Planning workshops and events. We are committed to providing valuable learning opportunities that empower you to Own Your Story. If you have questions, please reach out to us and schedule an appointment.
