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 invited to learn more about what the Legacy Series can mean to you by gaining insights from past roundtables, watching video highlights of these interactive events and reading Connections, our Legacy Series publication that brings you expert insights into strategies and practical solutions for surmounting challenges faced by many businesses and families, as well as best practices and the thought-provoking stories of fellow entrepreneurs and their families. The themes for our seminars are the following:
We encourage you to click on a theme to explore more information. If you would like to be added to our invitee list for future Legacy Series events, please contact us.