Broker Check
13 Jan
Lunch Hour Legacy Letter Writing Workshop


Have you considered:

  • What kind of impact you wish to have?
  • What you want your children/grandchildren/family/community to remember
    or know about you and your life?
  • What traditions you hope to pass on?

In the same way procrastination gets in the way of moving financial planning forward, our fast-paced lives make it difficult for us to mindfully craft our personal legacy. As a certified LegacyNavigator®, Suzanne helps people write a personal message to their loved ones in an Ethical Will or Legacy Letter.

We will order lunch from a local restaurant and deliver to you in your home or a limited number are welcome to join us in person in the large lobby conference room (masks required). We have three separate conference rooms available for social distancing purposes for private writing sessions.

Date and Time

Wed, Jan 13, 2021

11:00a - 2:00p PST


Virtual Event on Zoom


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