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Legacy Ladder®

Legacy Ladder<sup>&#174;</sup>

Legacy Ladder®

"Someone's sitting in the shade today because someone planted a tree a long time ago." - Warren Buffet

With timely and trending topics, every rung on our Legacy Ladder® brings participants closer to the life and the legacy they envision. 

Roadmap to Retirement: Top IRA Planning Mistakes to Avoid - Nov 17, 2022 @5:30pm EST

Roadmap to Retirement: Top IRA Planning Mistakes to Avoid - Nov 17, 2022 @5:30pm EST

Commonly made IRA planning mistakes put clients’ retirement plans in jeopardy and threaten client-advisor relationships. This seminar can help you avoid these common mistakes, so you make the most of your IRA savings. We’ll focus on problem areas, including beneficiary designations, spousal inheritance options, an IRA, Roth IRA, and RMD issues. This will help you avoid issues and adjust as you approach retirement.

Principles of Long Term Investing Resilience - Jan 17, 2023 @5:30pm EST

Principles of Long Term Investing Resilience - Jan 17, 2023 @5:30pm EST

Market volatility may lead to client anxiety and poor investment decisions. This seminar may help keep you on track to work toward your goals, control your emotions and understand market volatility by focusing on the features and potential benefits of a long-term view, diversification, and proper allocation.