Your Legacy, Your Way

View upcoming and past webinars hosted by the 木瓜直播 to learn how to secure your future and create your legacy.
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Upcoming Webinars

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Your Legacy, Your Way: Trust Us, It's Not That Complicated

Thursday, February 26, 2026 | 1:00pm - 2:00pm CT

Whether you’ve heard of trusts but never quite “got it,” or you’re curious about how they might fit into your charitable giving, this webinar will leave you feeling confident and empowered with clear explanations and real鈥憀ife examples. Revocable living trusts (RLTs) and charitable remainder unitrusts (CRUTs) may sound intimidating, but once you see how they work, you’ll realize they’re surprisingly practical — and even exciting — for everyday donors.

Learn more and register

Past Webinars

Busting Estate Planning Myths & Misconceptions

Speakers

Lindsey Weinberg
Partner, Attorney at Law
The Laiderman Law Firm, P.C.

Andrew Fussner, Esq.
Vice President of Estate Settlement
木瓜直播


Smart Planning for Women

Speaker

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


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

Speakers

Andrew Fussner, Esq.
Vice President of Estate Settlement
木瓜直播

Pamela D. Leonard, CFRE, CAP®, CGPP
National Executive Lead, Charitable Estate Planning
木瓜直播


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
木瓜直播

Pamela D. Leonard, CFRE, CAP®, CGPP
National Executive Lead, Charitable Estate Planning
木瓜直播


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

Oradoras

Mariana Vargas-Robles
Charitable Estate Planning Advisor
木瓜直播

Alex Varela
Attorney
The Wagon Legacy