HOW TO PLAN, COMMUNICATE, AND EXECUTE THE SMOOTH TRANSFER OF ASSETS AND VALUES FROM ONE GENERATION TO THE NEXT
"What wisdom would you try to impart to the world if you knew it was your last chance?"
Planning for a legacy is more than just making sure your assets are distributed appropriately. It's important to discuss values, family history and preparation before the time comes. By leaving behind both tangible and intangible assets, you will be remembered for your unique contributions to your family and the world.
In this webinar, we're going to cover:
Consequences of not having a will or trust
Effects of sudden incapacity
Common estate planning problems
Benefits of estate planning
Factors for a successful legacy plan
A 6-step legacy planning process
About Your Presenter Crystal Oculee
Certified Tax Specialist®
Certified Income Specialist®
Certified National Social Security Advisor®
Certified Estate and Trust Specialist®
Certified Fund Specialist®
Certified Annuity Specialist®
Crystal Oculee is the Chief Financial Strategist of the Confidence Wealth group. She is the author of Money Confidence and Your Personal Money Diary. She is a Certified Tax Specialist, Certified Income Specialist, Certified Estate and Trust Specialist, Certified Fund Specialist, and a certified National Social Security Advisor. Less than 1% of financial advisors hold these designations. She is also a fiduciary wealth manager and a national financial motivational speaker. She is a TV and radio personality who has appeared on CBS News, Fox, ABC, NBC, KFI, KTLK, KRLA, KDAR, and KKLA. She has been featured in Oprah.com and in publications such as Entrepreneur, Yahoo! Finance and Redbook magazine.
With a deep understanding of retirement and financial issues and a passion for change, she has taught thousands to take positive action in their lives and stand up for themselves, their money, and their futures.
Crystal has been a guest speaker at numerous events sponsored by organizations such as the National Active and Retired Federal Employees Association (NARFE), the Screen Actors Guild (SAG), the Motion Picture & Television Fund (MPTF), California Women’s Conference, the Los Angeles Women’s Expo, An Empowered Woman, and the Guam Women’s Leadership Retreat.
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