Build Your Legacy
Build Your Legacy
Join Us in Houston
March 27, 2025
6:00-9:00
*Address will be provided for registered attendees.
BUILDING INTERGENERATIONAL WEALTH STARTS WITH A PLAN
The Legacy Dinners are a crucial component of the multi-year THRIVE initiative aimed at accelerating wealth creation in underserved communities. While discussing finances can be challenging, it is essential for developing estate plans that sustain wealth for future generations. The THRIVE Legacy Dinners provide families with an opportunity to gather for an evening of celebration, education, and planning, featuring guided discussions focused on building a lasting financial legacy.
Estate Planning
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Impactful Giving
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Succession
Estate Planning $ Impactful Giving $ Succession
Legacy Dinner Agenda
Join us for an elevated experience in a city near you for an evening of creating wealth
First Course Conversation
Dinner served with family and friends and an intimate fireside chat about wealth management and estate planning.
Family Style Dessert Conversation
Dessert and coffee around your table. Families take time to fill out their family legacy plan with goals, priorities, and next steps and goals.
Sharing the Legacy
Q&A with Financial Advisors and experts to help you take the next steps.
