Legacy Planning

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Speakers

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.

Anthony DiLeonardi

Engaging the Female Client, Legacy Transfer & Generational Strategies

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Institute for Preparing Heirs

Bringing Advisors and Families Closer Together by Providing Advisors with Training, Tools, and On-Going Support to Prepare Familes for Successful Generational Wealth Transfer

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Sameer S. Somal, CFA, CFP®

The mission of Blue Ocean Global Wealth is to provide families, financial advisors, corporations, and institutions with prudent financial advice, risk management, and investment knowledge. They embrace global diversity and steward the protection, growth, and distribution of their clients’ wealth.

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Marguerita M. Cheng, CFP®

The mission of Blue Ocean Global Wealth is to provide families, financial advisors, corporations, and institutions with prudent financial advice, risk management, and investment knowledge. They embrace global diversity and steward the protection, growth, and distribution of their clients’ wealth.

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Brett Danko

Brett Danko has a proven track record of providing high impact, interactive presentations and keynote speeches for a wide variety of audiences, covering a broad range of current financial planning topics.

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Maddy Dychtwald

Maddy Dychtwald is a nationally recognized author and leading expert on the changing demographic trends shaping the marketplace, the workplace, and our lives

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