Your Legacy, Your Way
Upcoming Webinars
Busting Estate Planning Myths & Misconceptions
Wednesday, August 27, 2025 | 1:00-2:00pm CT
Join us for an empowering and myth-busting session that will demystify the estate planning process and help you take control of your legacy—on your terms. Whether you're just starting to think about your future or revisiting an existing plan, this webinar will equip you with the clarity and confidence to make informed decisions. Your heart can help shape the future. Start by planning for it today!
Past Webinars
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
American Heart Association
Pamela D. Leonard, CFRE, CAP®, CGPP
National Executive Lead, Charitable Estate Planning
American Heart Association
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
American Heart Association
Pamela D. Leonard, CFRE, CAP®, CGPP
National Executive Lead, Charitable Estate Planning
American Heart Association
Planificar, Proteger, Prosperar: un seminario virtual para principiantes sobre planificación patrimonial
Oradoras
Mariana Vargas-Robles
Charitable Estate Planning Advisor
American Heart Association
Alex Varela
Attorney
The Wagon Legacy