Wealth, Estate, and Legacy: Securing Your Future & Leaving a Lasting Impact

In this course, participants will gain a comprehensive understanding of estate planning, with a special focus on legacy planning. The class will explore how to safeguard assets and ensure they are transferred efficiently to children, grandchildren, or loved ones. Through expert guidance, students will learn about wills, trusts, and other vital tools that protect wealth and preserve a legacy for future generations.

This course is tailored for those seeking to create a personalized estate plan. It will help participants reflect on their goals, values, and legacy in a clear and actionable plan. Whether new to estate planning or seeking to refine your existing plan, this class will empower you to make informed decisions to secure a smooth wealth transition and ensure your lasting impact.

• Fundamentals of estate planning
• Understanding wills, trusts, and beneficiary designations
• Effective strategies for tax minimization and asset protection
• Legacy planning: Passing on values, memories, and wealth
• Practical steps to create a tailored estate plan

Join us and take the first step in crafting a meaningful estate and legacy plan that reflects your wishes and benefits future generations.

Host or Publisher The Women's Leadership Forum