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Cindy Arledge

2018 CSA Conference

 

Cindy Arledge, MBA

Legacy Family Revolution
Legacy Builder
cindy@cindyarledge.com
www.LegacyFamilyRevolution.com

 

 

Legacy Family Planning, The Missing Link

We are in the midst of the greatest wealth transfer in the history of mankind. Over the next 30 plus years, an estimated $30 TRILLION dollars will exchange hands. Sadly, up to 90% of these will fail when failure is measured by destroyed relationships, loss of assets, and unnecessary upheaval. Cindy speaks from experience. When her parents passed away eight months apart, she was unprepared for the destruction that followed. Years later, becoming a grandmother galvanized Cindy to research successful families. Cindy discovered Legacy Family Planning, a little-known estate planning tool, formerly reserved for Ultra-High-Net-Worth (UHNW) families. She calls it the best kept secret hiding in plain sight and is passionate about sharing this missing link with planning professionals and family leaders.

Legacy Family Planning will revolutionize the estate planning industry. It is the heart centered plan that brings family leaders, professional advisors and heirs together, while the family leader is still alive. It solves the two most common reasons wealth transfers fail: unprepared heirs who don’t communicate or trust each other. Legacy Family Planning is the secret tool successful families use to transfer wealth without drama.

If your client base includes business owners or family leaders with a strong desire to protect their family’s future, this session will expand your base of knowledge by learning the cost of doing business as usual for you and your clients. Discover the benefits of adding Legacy Family Planning to your business. Not only will you add tremendous value to your clients for generations to come, you will expand your client base and protect your current list.

Expand your base of knowledge by learning the cost of doing business as usual for you and your clients. Discover Legacy Family Planning and the benefits of adding it to your practice.

Learning Objectives

  1. What is Legacy Family Planning?
  2. The cost of doing business as usual.
  3. The benefits of adding Legacy Family Planning to your practice.

About Cindy

Cindy Arledge, MBA is a three time #1 Best Selling author, speaker, and visionary leader of the legacy planning movement. She is passionate about disrupting the estate planning industry to prevent inheritance failures before they happen.  Cindy has turned her family’s destruction into a message of hope to others.  As the founder of the Legacy Family Revolution, she assists family leaders and professional advisors by providing workshops, retreats, and private mentoring to share the framework, tools, and best practices to prepare heirs.  Cindy’s powerful combination of firsthand experience and extensive knowledge provides a fresh new approach to an age-old problem.  

In addition to her legacy planning practice, Cindy is actively training the third generation to manage their family’s real estate investment company.  In her spare time, Cindy loves to create legacy moments for her family, writes voraciously, and donates her time, talent and treasure to various non-profit organizations.

Visit the Schedule at a Glance for session dates, times, and locations. 

 
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