[REPLAY] National Webinar: Purposeful Legacy Planning with BakerHostetler – Part 2 from Ameritas
Recorded 06/02/2026
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 Two: Purposeful Legacy Planning Tools in Action
Mapping family capital and client values
Part two moves from framework to application. You will learn how to translate family values into practical planning tools that can evolve over time. The session highlights structured processes that support client engagement and help move legacy planning beyond a one‑time event.
Worksheets from the webinar: