top of page
Copy of SGL Social Media Templates 2023 (4).png

Legacy planning is an essential part of securing your family's future and ensuring your wishes are met. This webinar is designed to help you understand the key concepts of legacy planning and guide you through the process of creating a comprehensive plan that reflects your values and goals.

We will cover a range of topics, including:

  • estate planning

  • wills and trusts

  • tax implications

  • charitable giving, and more.


We'll provide you with actionable steps and insights to help you navigate the complex world of legacy planning with ease.

We understand that legacy planning can be a sensitive and personal topic, which is why our experts will take the time to answer your questions and provide personalized advice. We believe that everyone should have access to the knowledge and resources they need to create a legacy plan that aligns with their unique circumstances and values.

By the end of the webinar, you'll have a clear understanding of legacy planning, its benefits, and how to create a plan that meets your needs. You'll also have the opportunity to connect with other attendees and learn from their experiences.

We believe that legacy planning is an essential part of financial planning and we're committed to helping you create a plan that's tailored to your specific needs. So, join us for our legacy planning webinar and take the first step in securing your family's future. We look forward to seeing you there!

bottom of page