Legacy Planning Virtual Webinar:

Protecting Your Financial Legacy

This month we will be teaching how to protect your financial legacy.

Creating a lasting legacy has three requirements. 

First, ensuring you have a solid financial plan. 
Second, creating an estate plan to keep the work you’ve done financially from being lost to unnecessary costs and taxes. 
Third, being intentional about passing down more than just money. 

A true legacy includes life wisdom, family history and stories, and values. 

In this webinar, we discuss the three essential pieces of legacy creation and learn why protecting your legacy with an estate plan is essential. 

We will discuss the major risk factors that can jeopardize the legacy you’re building. We will also show you the simple tools and strategies you can employ to create a powerful, unique estate plan that will work the way you want it to when tested. 

Register now to ensure your legacy is protected for generations. 

We will also be giving away a 3 night, 4 day hotel stay at a five star resort to one lucky winner live - so make sure you save the date and time in your calendar, and save the zoom link to attend live we will send you within 5 minutes after you register.

Event Details

  • Date: Thursday, May 29th, 2025
  • Time: 12-1PM Eastern
  • Place: Zoom
Stan Miller is a nationally recognized estate planning attorney, a #1 Amazon best-selling author, the co-host of the Your Life Your Legacy podcast, and one of the cofounders of Wealth Counsel, the largest estate planning software program used by estate attorneys.

Register Now to Attend the Virtual Legacy Planning Workshop

Stan Miller is a nationally recognized estate planning attorney, a #1 Amazon best-selling author, the co-host of the Your Life Your Legacy podcast, and one of the cofounders of Wealth Counsel, the largest estate planning software program used by estate attorneys.

What other people say:

Terry D.

"Stan has masterfully crafted his forty years of serving affluent families into and elegant read and detailed blueprint on how to positively impact your family and future generations. You owe it to yourself and to your family to take these lessons on life and apply them".

Helayne P.

"After reading his words you'll feel moved to true passion for crafting a legacy of love, joy, honor, strength, perseverance and hope, not only for yourself, but for those whose lives you are blessed to touch. He is truly a trusted advisor."

Vincent R.

"Stan will make you think rethink how one leaves assets on to their loved ones. A real eye-opener with real life practical examples of inspirational families who can ignite a new way of thinking about ones estate planning. Everyone must read this book"
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