“Legacy: How You Live Today and How You Are Remembered Tomorrow” A Perspective on Helping Clients Add Clarity to their Planning
Sponsored by: PNC
The breakfast roundtable meeting will be held at the All Children's Hospital Education Conference Center located at 701 4th Street South. The meeting will begin promptly at 8 am with BREAKFAST and the opportunity to visit with fellow SEPC members at 7:45 a.m.
Advance reservations are required.
Meeting Location:
All Children's Education Conference Center - DIRECTIONS
701 4th Street South
St. Petersburg, FL 33701
“Legacy: How You Live Today and How You Are Remembered Tomorrow”
A Perspective on Helping Clients Add Clarity to their Planning
Legacy planning is intended to go beyond ensuring that financial wealth is transferred to successive generations. Wealth encompasses more than monetary aspects of a balance sheet and includes the legacy you want to perpetuate, the values you want to preserve and the areas of society you want to promote.
We believe that legacy means both the heritage you will someday leave behind and the way you and your family want to live your lives every day. We have come to understand that legacy thinking helps drive successful outcomes in many areas of one’s life, from family relationships to wealth planning to philanthropic endeavors.
Please join us for a conversation about how to help your clients actively engage in creating their own legacy today. By creating a shared vision, defining their purpose and establishing a guide for decision making – their vision, mission and values – you can help them intentionally define what they want their legacy to be.
