Legacy Planning is More Than Estate Planning
This three-step process can help your audience understand why an effective estate plan is only one part of a larger legacy plan.
Apr 5, 2024
10:16 am
Aug 18, 2023
7:59 am
Ensure Your Life Wishes Are Granted Through Effective Estate Planning
A quick estate planning checklist that will help clients outline a legacy plan and provide some peace of mind.
Jan 18, 2024
9:04 pm
Eric Clarke: Mastering the Transition from CEO to Fulfilling Semi-Retirement
Eric Clarke: Mastering the Transition from CEO to Fulfilling Semi-Retirement
Thank you to everyone who participated in our Learning Hour call on January 18th.
And a special thanks to Eric Clarke, the founder and former CEO of Orion Advisor, for sharing his experiences transitioning from a high-profile CEO role to a fulfilling semi-retirement.
Some of the topics Eric covered with Steve and Mitch include:
- Insights into Transitioning Roles: Understand the psychological and financial implications of moving from an active career to semi-retirement.
- Redefining Purpose: Explore strategies for […]
Jun 2, 2022
2:41 pm
What Story Do You Want Others to Tell About Your Life?
A positive legacy doesn’t just happen. The happiest and most successful people live intentionally and write their own story.