Programs for Financial Advisors and Clients
Barbara is a true inspiration to me. Many of us have thought about what we would do to make the world a better place. For most of us there is an “if” statement that goes along with our good intentions. If we had the time, if we had the money, if we had the cause … we would then contribute our time, talents and energy. For Barbara, there is no if. She became inspired many years ago during a trip to Auschwitz and decided she was going to make a difference from that moment on. She gave up her career, founded Champions of Caring and dedicated her time, treasure and talents to helping children and families live their legacy now. She is an engaging and inspirational speaker, a fearless and hopeful leader, and a humble servant to the goodness that resides in us all. To know her is to love her.
As consultants to financial advisors, Embrace Your Legacy staff offers a new dimension to add to your legacy planning services, helping clients to reflect upon their values and goals to create a personal legacy plan that enhances their financial planning.
In the current economic and political environment, people are asking more from their financial advisors. Research has shown that individuals, particularly baby boomers, are worrying more about the legacy they’ll leave and how they can best influence the well-being of their families, friends, and even the common good.
At Embrace Your Legacy, we believe that it is not enough to think about the legacy we will leave. Rather, we must think about the legacy we live every day. Our legacies are shaped by the way we lead our lives, and where and how we choose to contribute time, money, and other resources.
Through inspirational and interactive speeches, workshops and consulting services, Embrace Your Legacy provides a model to empower your clients to:
- Explore how they can live (and not just leave) a legacy that reflects their values and the issues that are important to them.
- Enhance their philanthropy by using their passions and skills to get hands-on with the causes they support.
- Re-evaluate and refocus their giving.
- Discuss the impact and sustainability of their legacy.
- Share this legacy with their children, grandchildren and other family members through intergenerational legacy clubs.
Embrace Your Legacy client events help you to develop a sense of community, show your appreciation to your clients and help them achieve their full potential for a life of meaning and purpose. We are also available to meet with clients individually, and will customize our programs to meet your needs.
Please contact us to learn more.