Estate Planning: Six Steps to Creating a Lasting Legacy
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.
What to Expect:
- Foundation of Estate Planning: Understand the importance and basics of estate planning.
- Generational Perspectives: Learn how to tailor your legacy for different generations.
- Practical Tools: Explore essential estate planning tools and documents.
- Personal Legacy: Discover ways to incorporate your values and life lessons into your legacy.
- Interactive Experience: Engage in discussions and practical exercises to start shaping your legacy.
Embrace this opportunity to craft a lasting legacy that benefits your loved ones and reflects your life’s journey.
About the Presenters:
This 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.
Kenneth 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.
This workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing.
Registration is requested and walk-ins are welcome, as space allows. To register by phone, call 302-298-3250.