Beyond Inheritance: What do you want your family legacy to be?

November 9 @ 9:00 am - 2:30 pm

$75

Beyond Inheritance: What do you want your family legacy to be?

Hosted By:
Dennis Branconier, Retired Financial and Estate Planner

Saturday, November 9, 2024
9:00 am to 2:30 pm

“What we leave in our children should concern us more than what we leave to our children” (anonymous).

The modern understanding of estate planning as “the orderly disposition of assets upon death” is a result of such planning, but not the purpose. The true purpose is to make an orderly declaration of what you stand for. This workshop is meant to help you integrate your most treasured values into your most enduring decisions.
In what ways will you effectively communicate your legacy intentions to your heirs? How can you do so in a way that conveys your faith, your hope and your love?
In a guided format, you will be encouraged to privately draw from your own spiritual maturity to lead to practical action. There is no technical, legal, financial or product material involved.
Having retired from a 35-year career in financial and estate planning, Dennis has turned his attention to addressing family legacy decisions that typically go untouched by technical professional advisors. He holds a masters degree in counseling psychology. Dennis and his wife, Kathleen, live in Rancho Palos Verdes and enjoy time and wisdom-moments with their three daughters and sons-in-law and six grandchildren.

For registration questions, call José at (310) 377-4867 ext 250 or email him at .

Cost: $50 per person / per couple $75 / lunch included