Jun 19 2024


12:00 pm - 1:00 pm


Colleen Watson


Colleen Watson



Live Like You’re Living: Essential Legacy Planning for Entrepreneurs

As an entrepreneur, ensuring your future and the future of your business is crucial. Unlike traditional employees who often have benefits like worker’s compensation, paid time off, and health insurance, entrepreneurs need to create their own safety nets.

Life is unpredictable. No one plans to get sick or have an accident, yet these things happen every day. Entrepreneurs are especially vulnerable without the built-in protections many employees enjoy. It’s essential to be prepared for the unexpected.

This talk will guide you through the four essential pillars of legacy planning:

  1. Money Management: Learn how to effectively manage and secure your finances.
  2. Insurance: Understand the types of insurance you need to protect yourself and your business.
  3. Succession Planning: Plan for the future of your business in your absence.
  4. Estate Planning: Ensure your personal and business assets are managed according to your wishes.

What You’ll Gain:

  • Peace of Mind: Know that you and your business are protected.
  • Actionable Steps: Simple steps to start building your safety net immediately.
  • Expert Insights: Learn from experienced professionals who understand the unique challenges entrepreneurs face.
  • Free Resources: Access to valuable templates and checklists.

Join us online from the comfort of your home or office. This free, 60-minute session is designed to fit into your busy schedule.

By the end of this class, you’ll have a clear understanding of what you need to do and simple steps to get started on creating a robust safety net for yourself and your business.

Don’t wait until it’s too late. Protect your business and personal interests today. Join us to gain peace of mind and secure your entrepreneurial legacy. Register now by clicking the button below.

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