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[Part 3] Legacy Planning & Advanced Financial Strategies
PLEASE NOTE: To receive a certificate of attendance for the live webinar, attendees must register individually, attend the entire training, and watch from their own device to ensure proper tracking
Your financial legacy is more than just wealth—it’s the lasting impact you leave for your loved ones. Whether you’re an adoptive or foster parent, part of a blended family, or simply looking to secure your financial future, this webinar will guide you through advanced strategies to protect and grow your wealth for generations to come.
In this session, you’ll learn:
• How to create a comprehensive legacy plan that aligns with your values and goals
• Advanced estate planning strategies to minimize taxes and protect your assets
• Smart investment and wealth transfer techniques for long-term financial security
• How to use trusts, charitable giving, and other tools to build a meaningful legacy
This webinar is perfect for families who want to ensure financial stability for future generations while making a lasting impact. Don’t miss this opportunity to take control of your financial future—register today!
You can find parts 1 & 2 in our webinar library
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With over 30 years of experience in the financial services industry, Scott has dedicated his career to empowering individuals and families to navigate complex financial decisions with confidence. His expertise spans financial planning, wealth management, and strategic consulting, ensuring clients can build sustainable financial strategies tailored to their unique needs. Beyond his work in financial services, Scott has spent the past decade as an adjunct professor at the University of Northwestern – St. Paul, MN, where he teaches graduate-level courses in business and finance. His passion for education and personal development is reflected in his commitment to equipping clients and students alike with the knowledge they need to unlock their full potential. Through a holistic approach to financial planning, Scott helps clients integrate their goals, values, and resources into a clear path toward lasting success. His focus on relationship management and education allows him to guide individuals and families through key financial matters, from wealth-building strategies to navigating life transitions. Scott is dedicated to making financial literacy accessible, meaningful, and practical for those he serves. As a husband and a kinship parent to his 5-year-old non-biological daughter, he is passionate about supporting and empowering nontraditional families on their financial journey.
