Legacy planning is about more than just an inheritance.

Discussing the legacy you want to leave behind for your loved ones can be hard, but it doesn’t have to be. That’s where our online education session can help!

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Join Retallick Financial Group to discuss the importance of leaving behind a legacy for your loved ones and how retirees can start planning their legacy today.

In this no-cost, no-obligation webinar, we’ll discuss:

  • The importance in leaving a legacy behind
  • How legacy planning is about more than just finances
  • The importance of using a financial professional to help plan your family legacy
  • How to help prepare your heirs for their legacy
  • What the four legacy pillars are and how they matter to you
  • How to bridge the legacy gap with your family
  • How to speak with your children or heirs about the legacy you wish to leave behind
  • And much much more!
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This session is offered exclusively by Retallick Financial Group. Register now to reserve your spot or call us at (239) 444-5980 to sign up. All registrants will receive an email with instructions on how to attend live on June 1st, 2021. 

It’s never too early to start planning your family legacy, get started today! Hope to “see” you there.

 

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