Broker Check
25 Feb
Webinar: Building Legacy Bridges Before It's Too Late Part 1

Description

Most families avoid talking about finances, healthcare wishes, and end‑of‑life decisions, but waiting until a crisis hits can create emotional turmoil, financial chaos, and legal complications that are entirely preventable.

This presentation guides families through the essential conversation: a proactive, compassionate approach to planning that protects loved ones and preserves legacy.

During this session, attendees will learn:

  • Why proactive communication matters and how clarity can prevent confusion and conflict
  • The hidden costs of waiting
  • Key topics parents should share with adult children, without oversharing sensitive financial details
  • The must‑have legal documents that ensure your wishes are honored
  • Practical tools and next steps for organizing information and creating a family plan

Whether you’re a parent wanting to prepare your family or an adult child hoping to understand your role, this session will help you move from procrastination to preparation, and build the legacy bridges your family will rely on for years to come.

We’ll send your event link in an email closer to the session date. You’re welcome to register friends, family members, or anyone who may benefit.

Date and Time

Wed, Feb 25, 2026

12:00p - 12:30p EST

Location

Virtual Zoom Webinar

PT30M

Event Registration

Will you be able to attend this event?