Upcoming Event You Don’t Want to Miss!

The Questions You Should Be Asking

When an elder passes away, it’s often said that a library is lost. Decades of memories, values, and wisdom disappear—unless they are intentionally preserved.

Are you asking the right questions to ensure your family's legacy is passed down?

Join us for this month’s Virtual Legacy Planning Lunch & Learn, where we’ll explore:

✅ Key Conversations to Have – Discover the important discussions to initiate with older family members before it’s too late.
✅ What to Share with Future Generations – Learn how to pass down your experiences, values, and life lessons effectively.
✅ Building Stronger Connections Through Questions – See how thoughtful conversations can deepen relationships and leave a lasting impact.

Too often, people put off these conversations, only to later regret what was left unspoken. This educational session will help you take action now—before those invaluable stories and lessons fade away.

📅 Event Details:
Date: Thursday, March 20th, 2025
Time: 12-1 PM Eastern
Location: Zoom (Virtual Event)

This complimentary workshop will be led by Stan Miller, a nationally recognized estate planning attorney, best-selling author, and co-founder of Wealth Counsel—the largest estate planning software used by attorneys nationwide. As the co-host of the Your Life Your Legacy podcast, Stan has spent years helping families navigate estate planning with clarity and confidence.

Legacy is about more than just assets—it’s about stories, values, and the wisdom that shapes future generations. Don't miss this opportunity to learn how to preserve what truly matters.

Seats are limited, so reserve your spot today!

🔗 Click here to register now!