Description
When people think about the legacy they’ll leave behind, finances are often the first thing that come to mind. But a meaningful legacy goes far beyond dollars and assets—it reflects your values, your stories, and the impact you have on those you love. Join us and Waldean Wall of Allianz as we explore what it truly means to build a family legacy, and how to define and preserve what matters most for generations to come. Below are some areas he will cover, and more.
- The Four Pillars of a Family Legacy
- The Legacy Gap
- Equality versus Fairness
- The “Alpha Child”
Advisory services and insurance products and services are offered through Sunrise Financial Services, LLC an SEC Investment Adviser. Securities offered through Madison Avenue Securities, LLC, Member FINRA/SIPC. Sunrise Financial Services, LLC and Madison Avenue Securities, LLC are separate entities, independently operated. Sunrise Financial Services, LLC and Allianz/Waldean Wall are not affiliated. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.