Your Legacy, Your Way

View upcoming and past webinars hosted by the 91ÊÓƵ to learn how to secure your future and create your legacy.
Older couple sitting on the couch together watching a webinar on a laptop

Upcoming Webinars

Smiling older woman standing outside in front of flowering bushes

Smart Planning for Women

Tuesday, May 20, 2025 | 1:00-2:00pm CT

Speaker

Stacy Francis, CFP®, CDFA®, CES™
President and CEO
Francis Financial, Inc.

Learn more and register

Past Webinars

Is a Charitable Gift Annuity Right for You and Your Retirement Plan?

Speakers

Andrew Fussner, Esq.
Vice President of Estate Settlement
91ÊÓƵ

Pamela D. Leonard, CFRE, CAP®, CGPP
National Executive Lead, Charitable Estate Planning
91ÊÓƵ



Ask the Experts: Navigating Your Estate Plan

Experts

Leslie K. Heffernen, Esq. JD, LL.M. (tax), CPA
Managing Director of Fiduciary and Legal Services
Pitcairn Trust Company

Kevin C. Cuthill, CFP®, AAMSTM, MBA
Principal
Ameriprise Financial Services, LLC



Meet the Moment: A Women's Guide to Planning a Secure Future

Speakers

Mary E. Vandenack, J.D., ACTEC, CAP®, COLPM®
Partner
Duggan Bertsch

Tiffany T. House, CAP®, CEPA, FCEP
Tax, Estate & Charitable Strategist
Gift Planning Institute



Plan, Protect, Prosper: A Beginner's Webinar on Estate Planning

Speakers

Andrew Fussner, Esq.
Vice President of Estate Settlement
91ÊÓƵ

Pamela D. Leonard, CFRE, CAP®, CGPP
National Executive Lead, Charitable Estate Planning
91ÊÓƵ



Planificar, Proteger, Prosperar: un seminario virtual para principiantes sobre planificación patrimonial

Oradoras

Mariana Vargas-Robles
Charitable Estate Planning Advisor
91ÊÓƵ

Alex Varela
Attorney
The Wagon Legacy