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2020 Financial Markets Update

Connecting Generations | Legacy Planning

October 11, 2013

As part of our Connecting Generations series, our Northern Colorado team recently hosted their annual event in parternship with the Community Foundation of Northern Colorado. The evening featured local community leaders, Bob Everitt, John A. Warnick, and Kristin Keffeler.

The event focused on the importance of legacy planning to connect generations of families. Much more than passing on an inheritance, legacy planning passes on your story by sharing the lessons learned that have made you successful, developing a purposeful estate plan, inspiring the next generation, and instilling community and philanthropic values.

Learn more about Connecting Generations through the video below.

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