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X-ORIGINAL-URL:https://blackdiamondfs.com/
X-WR-CALNAME:Black Diamond Financial Solutions, Inc.
X-WR-CALDESC:Trusted Certified Financial Planning Services To Help You Plan For Financial Security
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BEGIN:VEVENT
CLASS:PUBLIC
DTSTART;TZID=America/New_York:20240610T130000
DTEND;TZID=America/New_York:20240610T140000
DTSTAMP:20240122T184800
UID:MEC-212112eece862ca4a3da112f217288fb@blackdiamondfs.com
CREATED:20240122
LAST-MODIFIED:20240122
PRIORITY:5
TRANSP:OPAQUE
SUMMARY:Estate Planning: Six Steps to Creating a Lasting Legacy
DESCRIPTION:Join us for a pivotal session on shaping your legacy. This workshop guides you through the crucial aspects of estate planning, blending financial wisdom with personal values. Discover how to create a meaningful legacy that reflects your life, values, and wishes.\nWhat to Expect:\n\nFoundation of Estate Planning: Understand the importance and basics of estate planning.\nGenerational Perspectives: Learn how to tailor your legacy for different generations.\nPractical Tools: Explore essential estate planning tools and documents.\nPersonal Legacy: Discover ways to incorporate your values and life lessons into your legacy.\nInteractive Experience: Engage in discussions and practical exercises to start shaping your legacy.\n\nEmbrace this opportunity to craft a lasting legacy that benefits your loved ones and reflects your life’s journey.\n\nAbout the Presenters:\nThis educational workshop will be presented by Kenneth Reese, MSFS, CPWA®, CFP®, CIMA®, CLU®, ChFC®, EA, Partner and Financial Advisor of Black Diamond Financial Solutions and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council. \nKenneth graduated from Penn State University, focusing on finance and law, and has over ten years of wealth management experience. He is passionate about developing tax-centered financial planning strategies and is committed to lifelong learning and client empowerment.\nThis workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing.\nRegistration is requested and walk-ins are welcome, as space allows. To register by phone, call 302-298-3250.\n
URL:https://blackdiamondfs.com/events/estate-planning-six-steps-to-creating-a-lasting-legacy/
ORGANIZER;CN=Kenneth Reese, MSFS, CPWA® CFP®, CIMA®, CLU®, ChFC®, EA, AEP®:MAILTO:
CATEGORIES:Library Workshop
LOCATION:111 Adams Ave, Lewes, DE 19958
ATTACH;FMTTYPE=image/png:https://blackdiamondfs.com/wp-content/uploads/2024/01/June.png
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