NAEPC Webinar: Leaving a Lasting Legacy

Date: Wednesday, June 12, 2019
Time: 12:00pm - 1:00pm
Location: BNY Mellon Wealth Management 1201 Third Avenue, Suite 5010 - Seattle, WA. 98101
Speaker: Eric Weiner, PhD

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Locally Hosted NAEPC Webinar:

Leaving a Lasting Legacy

Presented by National Association of Estate Planners & Councils

Wednesday, June 12, 2019

Noon - 1:00pm 

BROWN BAG LUNCH

Location: BNY Mellon Wealth Management                                                  

1201 Third Avenue, Suite 5010 Seattle, WA  98101        

Speaker: Eric Weiner, PhD

Rather than simply transferring an inheritance to heirs, some people have a vision of the future to share for generations to come. Advisors play a key role in helping clients deepen a family’s values, philanthropic commitments, and to help keep the family connected. Learn to leave a legacy that matters. 

Dr. Weiner helps families have values-based conversations about money and inheritance as part of their tax and legal estate planning strategies. His passion is to help families define a legacy that preserves both physical assets and family relationships over time. His award-winning book “Words from the HEART: A Practical Guide to Writing an Ethical Will,” is a tool that assists families in defining what matters most in the inheritance preparation process. 

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