Leaving a Legacy with Wealth Transfer Planning
Join us on Wednesday, September 16, for this complimentary event, where Storen’s Investment Team and Financial Wellness Director, Lisa Kellum, will explore the key considerations of wealth transfer planning and leaving a lasting legacy. Whether you’re planning for the next generation or simply want to better understand your options, we’ll discuss strategies for transferring wealth, common tax and investment considerations, estate planning essentials, and the importance of creating a plan that reflects your goals and values. We’ll discuss what types of conversations to have, the professionals to involve, and the proactive steps that can help protect your legacy for years to come.
You will leave with:
- A clearer understanding of wealth transfer and legacy planning strategies
- Key tax and investment considerations that can impact your estate
- Insight into common estate planning tools and when they may be appropriate
- Practical steps to help prepare your family and protect your legacy
Event Date and Registration Information:
If you are unable to attend, contact us for more information or to schedule a time with one of our Investment Advisors to review your questions. Click here for contact information. Click here for contact information.
Event Date: Wednesday, September 16, 2026
Time: 2:00 pm – 3:30 pm
Location: Storen Financial conference room. Click here for directions.
Register: Click here to complete the registration form.
This event is for educational purposes only and does not constitute investment, tax, or legal advice. Investing involves risk, including loss of principal. Please consult a qualified professional regarding your specific situation. Securities offered through Simplicity Investments, Member FINRA/SIPC. Investment advisory services offered through Storen Legacy Partners, a registered investment adviser. Storen Financial is not affiliated with Simplicity Investments.