Legacy Planning


Legacy planning is a process where you work with your clients to determine what they want their legacy to be, then evaluate how to best use their time, money & resources to make a lasting impression on those they love and the causes they believe in. Our speakers can provide you with the tools and resources to support your clients’ array of objectives.

Ken Dychtwald, PhD

Dr. Ken Dychtwald has emerged as North America’s foremost visionary and original thinker regarding the lifestyle, marketing, health care, and workforce implications of the age wave.

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Stig Nybo

Stig has been intimately involved in the ongoing discussions surrounding the DOL Fiduciary Rule, how it will impact industry, and how to thrive in a ‘post rule’ world.

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Bill Edmonds

Bill Edmonds is an “Outside-Insider” with over 30 years of experience in coaching, mentoring, and consulting financial advisors

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Kathleen Bilderback

Kathleen has presented to and trained thousands of financial advisors nationally in the areas of business, financial, and estate planning, retirement income planning, charitable strategies, and insurance planning

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James Lange, CPA/JD

Jim Lange, CPA/JD, is the President of 3 interrelated companies that provide legal and financial services to IRA and retirement plan owners. Jim is the founding President of a CPA firm that does tax planning and preparation. The second company is a law firm that limits its practice to estate planning, the drafting of wills […]

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Dana Holt, JD AEP

Dana Holt is a gift planning guru. She uses her twenty years of experience in financial, estate, and gift planning to help charities, families, and professional advisors turn assets into the very best charitable gifts

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