We’ll help you build the legacy you envision.
When you hear the word “legacy”, what comes to mind? Do you think about your values, character, integrity and passions? Do you think about your family, employees, community, philanthropy and your business? Who will be impacted by your legacy planning? How will you be remembered?
At CREATIVE Financial Group, we provide a continual stream of events and resources to empower you to:
- Take the time to think about the challenges before you
- Learn about the strategies and solutions that have proven successful for business leaders, entrepreneurs, individuals, and families who have faced the same challenges and opportunities you face
- Take decisive action to continue to build a meaningful legacy for you and your family – including the next generation.
You’re encouraged to take advantage of many complimentary opportunities for learning, growth, and action, including:
You can learn more about the Legacy Series by viewing past roundtables and watching video highlights of these interactive events.