Your True Legacy

It’s not just your value, it’s your values™

This intimate client event is a natural call to action after wealth professionals attend "Strengthening Relationships with Female Clients through Legacy Planning." Designed specifically for your clients, the program reviews the fundamental difference in how male and female investors view wealth and investing.

Specifically, research shows that men take a goals-based approach to investing by planning for the transfer of tangibles. While women understand the importance of this approach, they tend to apply a more values-based approach that also accounts for the transfer of intangibles such as family values. In recognition of these differences, this event moves beyond the typical will and estate plan discussion and introduces female investors to personal legacy documents. From there, they will learn strategies for having meaningful legacy conversations with family members about passing down their values, beliefs, life lessons and personal stories and help them link past and future generations to form solid connections.

Programs