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11/14/2023
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When:
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Tuesday, November 14, 2023
12 noon Pacific | 3 pm Eastern
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Where:
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Zoom
United States
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Online registration is closed.
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« Go to Upcoming Event List
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About the webinar...
This program will address how to initiate and develop conversations with clients and donors on the topic of their legacy to provide an active and clarifying perspective on their lives and values, their financial and personal priorities and the “intangible” wealth they want to build, preserve and pass on as part of their legacy. When the vague but vital concept of “legacy” can be personalized and brought down to earth, conversations and strategies find a level that can be deeply satisfying and valuable for both clients and advisors. This practical presentation will give you specific approaches, language and tools to use with clients and will also include a discussion of ethical wills and letters of wishes as particular instruments of legacy. Attendees can expect to learn... - Definition of the concept/word “legacy” as it applies to the work of estate, financial and philanthropic advisors
- Specific strategies and tools to initiate and develop action-oriented conversations and strategies on the topic with clients and donors
- Introductory specific examples of non-binding legacy documents: ethical wills, letters of wishes to trustees and expressions of donor intent
About the presenter...
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Susan Turnbull
Personal Legacy Advisors
Founder and Principal
Susan Turnbull is founder and Principal of Personal Legacy Advisors. A former journalist, she is internationally known for presentations, materials and services that provide a uniquely personal and practical focus on the qualitative aspects of estate, financial and philanthropic planning. She the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will, co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent, creator of Life Legacy Cards and the Life Legacy Conversations Tool, all designed for those who agree that wealth transferred to future generations has both tangible and intangible dimensions. Susan’s work has been featured in many national publications, including the New York Times and USA Today. She and her husband live in Manchester-by-the-Sea, Massachusetts.
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