The Power of Personal Legacy Planning w/ Mark Colgan

About This Week's Show Position yourself at the forefront of one of the fastest-growing segments of the financial planning industry: personal legacy planning. Personal legacy planning takes financial planning and even estate planning to the next level and helps clients preserve their values, memories and final wishes to ensure they leave loved ones with clarity and inspiration.This lively presentation also introduces BREADCRUMBS(SM), the turnkey, advisor-centric legacy planning program. It is the perfect presentation if you want to differentiate your services, strengthen client relationships and increase sales. About Our Guest Mr. Colgan is the founder and CEO of Plan Your Legacy. PYL empowers financial advisors to help their clients build their own personal legacy plans that preserve their life values, record their final wishes, and positively influence future generations. Inspired by the challenges he faced as a young widower, Mark authored The Survivor Assistance Handbook: A Guide for Financial Transition in 2002. The following year, he took his idea a step further and created a personal legacy journal for individuals to use to establish a record of their lives and final wishes. It was also in 2003 that Mark founded Plan Your Legacy, LLC and began a national speaking tour on the important topic of legacy planning. Mark is also a Founding Member of The Copernicus Institute.