January ICE PLAN Workshop
At any moment, we are one heartbeat away from chaos. We think we have time, we think it won’t happen to us, or we don’t think about it at all. But without warning, strokes, accidents, diagnoses, and death happens every day. In the space of a heartbeat, we go from being fine to not being fine. The ICE PLAN Workshop is a three-hour interactive event that tackles this tough topic in an engaging way.
December ICE PLAN Workshop
At any moment, we are one heartbeat away from chaos. We think we have time, we think it won’t happen to us, or we don’t think about it at all. But without warning, strokes, accidents, diagnoses, and death happens every day. In the space of a heartbeat, we go from being fine to not being fine. The ICE PLAN Workshop is a three-hour interactive event that tackles this tough topic in an engaging way.
November ICE PLAN Workshop
At any moment, we are one heartbeat away from chaos. We think we have time, we think it won’t happen to us, or we don’t think about it at all. But without warning, strokes, accidents, diagnoses, and death happens every day. In the space of a heartbeat, we go from being fine to not being fine. The ICE PLAN Workshop is a three-hour interactive event that tackles this tough topic in an engaging way.
October ICE PLAN Workshop
At any moment, we are one heartbeat away from chaos. We think we have time, we think it won’t happen to us, or we don’t think about it at all. But without warning, strokes, accidents, diagnoses, and death happens every day. In the space of a heartbeat, we go from being fine to not being fine. The ICE PLAN Workshop is a three-hour interactive event that tackles this tough topic in an engaging way.
September ICE PLAN Workshop
At any moment, we are one heartbeat away from chaos. We think we have time, we think it won’t happen to us, or we don’t think about it at all. But without warning, strokes, accidents, diagnoses, and death happens every day. In the space of a heartbeat, we go from being fine to not being fine. The ICE PLAN Workshop is a three-hour interactive event that tackles this tough topic in an engaging way.
Introduction to Legacy Family Planning
Introduction to Legacy Family Planning
Location
City of Allen Lakeside Clubhouse, 745 S. Allen Heights, Allen, TX 75002
Appetizers and non-alcoholic beverages will be served
Contact
Cindy Arledge
Phone: 210-414-7522
Email: Cindy@LegacyFamilyRevolution.com
Purchase Tickets
Checkout at the top of the page.
Legacy Family Planning – the step beyond legal documents
Who needs Legacy Family Planning?
- Business owners, regardless of the interest of the offspring in running the business
- People with cash and/or securities with a specific or multi-purpose use for these assets after death such as:
- paying the cost of higher education for heirs
- income stream for heirs
- Charitable giving
- Owners of shared assets such as income producing properties, ranches/farms, or vacation homes to be used as family retreats
- Anyone whose legal documents (will/trust) have provisions to encourage behavior by restricting access to financial assets
- Blended families
- Family Leaders who want their children and grandchildren to enjoy Thanksgiving dinner after they are gone
Why do you need Legacy Family Planning?
According to a 20-year survey of 2,500 families conducted by The Williams Group, 70% of wealth transfers fail when measured by loss of assets. Sadly, the failure rate is closer to 90% when you include unnecessary upheaval and destroyed family relationships to the measurement of loss of assets.
Legacy Family Planning is a repeatable formal process used by successful families to preserve family wealth and relationships in excess of 100 years. You don’t need Rockefeller’s wealth to leave a legacy for your family, you just need a plan.
Over the next 30 + years, an estimated 30 trillion dollars will exchange hands as 68,000,000 baby boomers pass away.
Based on historical data, over 85% of these transfers will fail, when failure is measured by (1.) loss of assets, (2.) unnecessary upheaval, and (3.) destroyed relationships.
The impact of this looming crises threatens the smallest unit of society: the American family.
Contributing factors for this disaster include:
- Taboo topic of death and money
- Lack of understanding the real problem
- Limited access to viable solution
When the real issue is recognized, a real solution can be implemented.
Real solutions are found by identifying successful people, discovering what they do, and then doing what they do.
When Cindy’s parents passed away 8 months apart, her family was destroyed. Becoming a grandmother galvanized her to protect her growing family. She discovered Legacy Families and their little-known estate planning tool. After successfully implementing a plan with her family, she launched the Legacy Family Revolution and wrote two best-selling books, Cur$e of Inheritance and The Legacy Family Way. Cindy’s passion is helping financially savvy family leaders create a Legacy Family Plan to transfer character before cash and ensure their family’s long-term future.
ARMOR Wealth Management LLC
Armor Wealth and Angela's Crosswalk invites you to an evening with Cindy Arledge, Legacy Builder and Monster Tamer. Legacy Family Planning is the little-known, but critical estate planning tool that successful families use to foster family relationships to create lasting wealth. Space is limited, so be sure to register early!
Sponsored by: Armor Wealth Management
Hosted by: Angela's at the Crosswalk
1010 East 15th Street, Plano, TX 75074