Tuesday December 6, 2011 - 5:30 to 6:30 - Creating Your Legacy Lighthouse
If you've done your estate plan, you probably have a will and maybe a trust. We plan because we have people we love, and we want to make sure what we have goes where we want after we die. The people we love, however, may also have a need - a need for a different kind of legacy from you - one that is filled with your stories, your wisdom, your values, your guidance, your life lessons, and your love.
Think you don't have any stories or wisdom? We discussed how to find and release your legacy lighthouse so you can light the way for generations! Led by Deborah Roser, Esquire, Tom Roberts, CFP®, and other particpants discussed and worked exercises to help us get started.
Tom Roberts named as a Sarasota area Five Star Wealth Manager.Fewer than 4% of wealth managers in the area qualify for the award. Sarasota Magazine and Five Star Professional chose winners based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, service, quality of recommendations and overall satisfaction. The award was announced in the November 2011 issue of Sarasota Magazine. |