Six Steps to Legacy Planning for the Generations

This workshop teaches you what you need to know to leave a mark on the next generation. Paul Winkler, The Investor Coach, along with estate planning attorney Robert Pautienus, dive into the six steps for a successful legacy plan.

What You WIll Learn

Description

Your legacy will write itself, for better or worse, if you do nothing. But how do you take a lifetime of assets, wisdom, experiences, and convey them to the next generation in a way that honors your legacy? Too many people get it wrong.

Speakers:

Paul Winkler

ChFC®, RFC®, CLU®, LUTCF, CASL®, RICP®

Paul is the President and founder of Paul Winkler, Inc., a registered investment advisory firm located in Goodlettsville, Tennessee. Paul began his career in the financial services industry in 1989 through—like countless others—insurance and mutual fund sales.

After discovering the academic research on investing, he was compelled to start his own business. “With my new understanding of investing, I could no longer, in good conscience, work for the broker-dealer selling products. I wanted to offer clients an investing experience unlike what they would find elsewhere, where they wouldn’t feel sold to, but instead would be coached to understand investing.”

Paul’s unique approach to the world of investing and financial planning stems from his strong belief that the traditional approach to the discipline is often driven more by marketing and sales of financial products than it is by sound investment philosophies. Paul is the author of the book “Above the Maddening Crowd” which is endorsed by many financial teachers and university professors around the country.

Robert Pautienus

Robert is the Managing Partner of the Fidelis Law, PLLC, and has been practicing law in Tennessee for over 20 years. Robert has practiced in a broad range of areas, but in more recent years has focused his practice in the area of church and nonprofit institutions, business planning and formation, business litigation, estate planning, and personal injury. He works to help clients craft comprehensive estate plans that are designed to efficiently distribute assets to beneficiaries in a manner that minimizes tax exposures and possible legal issues.

He is admitted to the United States District Courts for the Middle District of Tennessee, the United States District Courts for the Western District of Tennessee, and the United States Supreme Court. Robert has taught continuing professional education courses, including courses for the National Business Institute, CPAs sponsored by Blankenship CPA Group, PLLC, and for the Music City Chapter of the National Association of Church Business Administrators.