Every family has a story—the values, memories, and lessons that shape who we are and what we leave behind. No financial or estate plan can fully capture that story on paper. Join us for a live conversation with two of the country’s leading voices in personal legacy and video biography, and discover a meaningful new way to help your clients and donors preserve what matters most.
Kasia Flanagan, PhD — Professional historian and founder of Everyday Legacies, helping individuals and families turn their stories into lasting keepsakes.
Greg Vaughn — Emmy Award–winning producer and founder of The Video Biography Company, and co-author of The Legacy Adventure. The first 25 registrants will receive a copy of his book.
*Kasia Flanagan and Greg Vaughn are not affiliated with Valmark Securities, Inc. or Valmark Advisers, Inc.
YOU’LL WALK AWAY WITH
- Why recording a personal story is one of the most valuable — and most overlooked — things a family can leave behind (backed by research on family history and resilience)
- The essential information every legacy recording should capture
- Real case studies on the impact these projects have had on families
- “The Legacy Adventure” — four ways to help your clients speak to future generations about what matters most
- A first look at an offering you can bring back to your own clients and donors
Register Now
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Contact
Rebecca Bates 214.443.2423 [email protected]