Events Calendar - Speaker Event: Leaving a Legacy

Title

Speaker Event: Leaving a Legacy — Transferring Your Values, Not Just Your Estate

Event Description

70% of estate transition plans fail, not because of a poorly defined estate plan, but because parents haven't transferred their values to their children. Learn how to talk with clients about something that robo-advisors will never be able to replace — investing in your children and leaving a legacy.

True Tamplin is a public speaker, executive coach, entrepreneur and author. His book Raising an Executive speaks on leaving a legacy through investing in your children—by igniting their inner executive to outperform their peers and continue your legacy.

Event Type

Educational; Featured

Education Topic

Private Wealth Management

Start Time

10/24/2019 5:00 PM

End Time

10/24/2019 7:00 PM

City

Newport Beach

State/Province

Event Country

USA

Event Region

Americas

Location Info

NEW VENUE:

The Hyatt Regency
4545 MacArthur Blvd.
Newport Beach, CA 92660

Speaker

True Tamplin

CE Credits

1.0

SER Credit

Currency

$US

Member Price

$30

Non-Member Price

$65

Candidate Price

$35

Registration

REGISTER HERE

All Day Event

Recurrence

Event Link

Event Link Leads To New Tab

Yes

Event Short Info

Leaving a Legacy — Transferring Your Values, Not Just Your Estate 
70% of estate transition plans fail, not because of a poorly defined estate plan, but because parents haven't transferred their values to their children. Learn how to talk with clients about something that robo-advisors will never be able to replace — investing in your children and leaving a legacy. 
 
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Attachments

Content Type: MyCFA Calendar