To register, click the link: https://raymondjames.zoom.us/…/WN_1sQhJimxQ36kWTuQZrPe3w

Legacy planning is about more than passing on wealth to the next generation. At Vance Wealth, it’s also about passing on the value, lessons, and mindsets that allowed you to accumulate your wealth in the first place.

Leaving a Legacy, you can be Proud Of hosted by Patti Handy on Thursday, May 5th at 11:00 am (PST).

If you’re struggling to pass on the communication, trust, and values that helped you build your wealth in the first place, we are here to help you start a new dialogue. With our purpose-driven process and methodical approach, we can help you establish a framework that builds and protects your legacy for generations to come.

Join us for an upcoming webinar – Leaving A Legacy You Can Be Proud Of, hosted by Patti Handy.

Estate Planning 101: Don’t let Taxes and Inflation Destroy your Legacy!

Estate Planning 101: Don’t let Taxes and Inflation Destroy your Legacy!
Learn how to:
– Lower estate taxes
– Protect your family’s assets
– Appoint a trusted contact in the case of diminished capacity
– Ensure your wishes are carried out after death
– Transfer wealth according to those wishes

Register for Estate Planning 101 with Lisa Odom, Founder of Odom Law Group, a Professional Legal Corporation, and John Vance, President of Vance Wealth, and learn how to protect what matters most.

You must register to attend:

Click to register: Tuesday, May 17th at 4:30pm (PST).

Vance Wealth, Inc. (“Vance Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Vance Wealth and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and does not constitute advice. Vance Wealth does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications.