[WEBINAR] Purposeful Legacy Planning Part 3 with BakerHostetler from Ameritas

Purposeful Legacy Planning is a new, four‑part professional development series designed to help financial professionals guide families through values‑driven legacy conversations. Delivered in partnership with BakerHostetler, the program introduces a practical framework built around family capital and provides tools to support clarity, alignment and continuity across generations.

Part Three: Purposeful Legacy Planning in Practice 
Turning values into an actionable legacy blueprint

Part three focuses on implementation. You will learn how to turn values‑based discovery into a clear, repeatable legacy blueprint. The session covers how to integrate values conversations, family‑capital insights and planning tools into a structured onboarding process that supports clarity and long‑term engagement.