Sign in
Sign in

Webinar | Women, Wealth & Wisdom: Legacy Letters

  • October 30, 2020

The recording of our virtual event is now available

The COVID-19 pandemic has given us time to think about the big-picture questions in life. Things like: What life lessons do I want to share with my loved ones? What hopes and dreams do I have for the people in my life? What advice do I have for my children when life throws them a curveball? What are my most cherished memories?

Many of us have the answers to these questions in our minds, but few of us take the time to write down our thoughts and share them with the people in our lives who matter most. By sharing these thoughts in writing, it can be a powerful way to share your personal and family values, lessons, and stories in a way that positively impacts the next generation.

With this in mind, we recently held our 5th annual Women, Wealth & Wisdom event, focused on legacy letters. This virtual event was hosted by Susan Turnbull, founder and Principal of Personal Legacy Advisors, who helped attendees start thinking about and creating their very own legacy letters to share with loved ones.

A recording of this live event is available below.

Categories

This article contains general information that is not suitable for everyone. The information contained herein should not be constructed as personalized investment advice. Reading or utilizing this information does not create an advisory relationship. An advisory relationship can be established only after the following two events have been completed (1) our thorough review with you of all the relevant facts pertaining to a potential engagement; and (2) the execution of a Client Advisory Agreement. There is no guarantee that the views and opinions expressed in this article will come to pass.

Strategic Wealth Partners (‘SWP’) is an SEC registered investment advisor with its principal place of business in the State of Illinois. The brochure is limited to the dissemination of general information pertaining to its investment advisory services, views on the market, and investment philosophy. Any subsequent, direct communication by SWP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SWP, please contact SWP or refer to the Investment Advisor Public Disclosure website (http://www.adviserinfo.sec.gov).

For additional information about SWP, including fees and services, send for our disclosure brochure and Client Relationship Summary as set forth on Form ADV from SWP using the contact information herein. Please read the disclosure brochure carefully before you invest or send money (http://www.stratwealth.com/legal).

Financial Planning
The Power of Giving Now
When we reflect on what to do with our wealth as we grow older, we tend to first think about where our money will go after we pass. Recently though, more and more people are shifting their perspective on passing down their wealth from an inheritance-focused view to a more immediate, experience-focused one. Instead of saving every available dollar for their estate, people are using some of those assets to fund unforgettable family vacations, meaningful experiences with friends, and other memories that last a lifetime. People are also investing in their loved one’s lives while living, offering to contribute more to wedding costs, housing down payments, and business funding.
Read More
Financial Planning
Investing a Large Cash Inflow: All at Once or “Spread It Out”?
At some point in your life, you may be faced with managing a large cash inflow. Selling a business, collecting a deferred compensation payout, and receiving an inheritance are a few of the most common reasons. Regardless of the source of this money, you will have to decide what to do with it. It’s an age-old investing debate: should I invest the cash all at once, or stage into the market over time?
Read More