A Fresh Look at the Definition and Meaning of “Legacy”

By Andrea Young on August 7, 2020

Thank you for joining us for our November 10th Empower Women event, A Fresh Look at the Definition and Meaning of “Legacy”,  hosted by Susan Turnbull. Susan led a lively and engaging program that broadened our imagination on what it means to create a legacy. Through active exercises and absorbing storytelling, we were left with a renewed sense of your potential for positive influence in the lives of the people and institutions most important to you. “Wealth” gets a new definition, too, as you consider how to pass down the wealth of your values and blessings through the instrument of an ethical will, or personal legacy letter.    

Susan Turnbull is the founder and Principal of Personal Legacy Advisors. A professional writer and speaker, her presentations, tools and services are known for a uniquely personal and practical focus on the qualitative aspects of estate, financial and philanthropic planning. She the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will, co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent, creator of Life Legacy Cards and the Life Legacy Conversations Tool, all designed for those who agree that wealth transferred to future generations has both tangible and intangible dimensions.

Susan’s work has been featured in many national publications, including the New York Times and USA Today. She and her husband live in Manchester-by-the-Sea, Massachusetts, and when she is not working, you might find her singing in a local chorus, serving as a volunteer mentor at a family support center or delighting in the frequent visits of six young grandchildren.

Please enjoy our takeaways and podcast interview from this event!

Empower Women is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC. All information referenced herein is from sources believed to be reliable. Empower Women and Hightower Advisors, LLC have not independently verified the accuracy or completeness of the information contained in this document. Empower Women and Hightower Advisors, LLC or any of its affiliates make no representations or warranties, express or implied, as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. Empower Women and Hightower Advisors, LLC or any of its affiliates assume no liability for any action made or taken in reliance on or relating in any way to the information. This document and the materials contained herein were created for informational purposes only; the opinions expressed are solely those of the author(s), and do not represent those of Hightower Advisors, LLC or any of its affiliates. Empower Women and Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax or legal advice. Clients are urged to consult their tax and/or legal advisor for related questions.

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