Keys to Wealth and Legacy

Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Living Wealth and Legacy

REMEMBER: What Will Your Footprint Be? A Legacy of Caring

Saturday May 4, 2013. 9:00-3:00 at the Doubletree in Del Mar. Learn why do good plans fail, steps you can take to make a plan successful and how your family can be fans of your vision and plan. Learn More / Register Here

The upcoming workshop is a special one for me. It is one thing to have had a nice career making a decent living and preparing plans for thousands of families. It is quite another to reach into people’s hearts, be there as a trusted advisor and support them as they seek their own life of wealth and legacy. Ken Druck has spent most of his adult life being there for families who needed support and guidance when they needed it most. Using his special talents, Ken is a master at working with families facing challenge and guiding them to a better life. It has been a passion of mine to find a way to use the analytical side of tax law and blend it with the emotional side of who we are as human beings and it will be a privilege for me to work alongside Ken providing our students with tremendous value in starting the journey of living wealth and legacy. This workshop is an introduction to longer workshops that delve deeper into the topics I will be outlining below. We hope you will join us and start on your path to a Legacy of Caring.

We believe there are 4 keys to living wealth and prosperity. First is Business Prosperity. We all need a steady income. Business prosperity is the means that provides us with a steady income so we can build wealth. Second is Financial Foundations. Financial foundations are the knowledge, strategy and tactics to build wealth. Third is a Tax Fortress. An impenetrable wall against taxes and creditors so that we can protect our wealth. Fourth is personal power which are the actions we take each and every day consistent with our integrity and our values. One critical part of personal power is leadership.

Our vision is for families to be financially self sufficient. Our mission is to build, protect and preserve wealth and legacy for generations. To do these things we need to have business prosperity, good financial foundations, a tax fortress and personal power.

Thank you for being a part of our Straight Talk community. We educate, transform and inspire business owners and families in enhancing the way they think and talk about wealth in money, values, beliefs and traditions. By Uniting, Aligning and Nurturing your common purpose and vision you can protect and preserve wealth for generations. What is your Legacy?

We welcome you to share your ideas and thoughts and Remember to register for the workshop. All family members may come for one admission price.

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