Your Legacy, Your Way

View upcoming and past webinars hosted by the American Heart Association 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

close up of different people's hands holding puzzle pieces together in a loose circle

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‑life 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
American Heart Association

Watch Recording



Smart Planning for Women

Speaker

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

Watch Recording



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

Watch Recording



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

Watch Recording



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

Watch Recording



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

Watch Recording



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

Ver Grabación

Did you already include us in your estate plan?

Please let us know so we can thank you for your generous gift.
historical image of Paul Dudley White riding a bicycle

Paul Dudley White Legacy Circle

When you remember us in your will or trust, or give through a life income plan, you become a member of the Paul Dudley White Legacy Circle.
Smiling young professional woman sitting at table with laptop

Find Your Local Contact

Have questions? Get in touch with your local Charitable Estate Planning or Estate Settlement representative for personal assistance and resources.

Essential Resources

Explore complimentary tools and resources to help you secure the future for the people and causes you care about.