Strategic Wealth Partners was acquired by Kovitz Investment Group Partners, LLC ("Kovitz"), a registered investment adviser with the SEC on May 1, 2024. Strategic Wealth Partners is now a division of Kovitz and its registered investment adviser. Materials created prior to this date were created by Strategic Wealth Partners and are accurate as of the time of publishing.

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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.

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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.

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