Legacy Planning Copley Financial Group Inc San Diego Ca

Library Workshop: 6 Steps to Legacy Planning for the Generations

Your family legacy touches every aspect of your financial decisions starting with how you choose to spend and save money today and continuing into the decisions made by future generations of your family. Join us on October 11th at the Lewes Public Library for a live, in-person workshop where we’ll take a deeper dive into the importance of creating a legacy plan for your family.

You have a lifetime of assets, wisdom, experiences, and values. But how do you convey them to the next generation in a way that honors your legacy? Too many people get it wrong. But it shouldn’t be that way. Consider these two legacy scenarios: SCENARIO 1: You do little or nothing, and leave behind incomplete or conflicting documents. Fighting among family members ensues. Unexpected taxes hit. Important sentiments get left unsaid. SCENARIO 2: Your spouse is cared for, your children are prepared for an inheritance, your grandchildren understand how you lived and what you believed. Which legacy would you like to leave behind?


Oct 11 2021


10:00 am - 11:00 am

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Lewes Public Library


Lewes Public Library
111 Adams Ave, Lewes, DE 19958
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