Six Steps to Legacy Planning

This free, 30-minute online workshop guides you through the six key steps of legacy planning to help ensure your wealth and values are passed on according to your wishes.

MULTIPLE DATES AND TIMES AVAILABLE

During this legacy planning workshop, you will discover:

Legacy planning is a gift to your family because it reduces stress, prevents conflict, and ensures your wishes are clear when life happens suddenly.
The best legacy plans cover both tangible assets and intangible values, and they should be reviewed and updated as your family, goals, and life circumstances change.
A simple will is often not enough, so a strong plan coordinates trusts, beneficiary designations, and incapacity documents like powers of attorney and healthcare directives.

Why we created this workshop

The retirement landscape has changed. People are living longer and spending more time in retirement than ever before. Understanding the legacy planning process and defining your retirement goals are important for ensuring self-sufficiency and maintaining your desired lifestyle.

Legacy Planning with Confidence!

We’ve put together this free educational online workshop to help you do just that. Even if you’ve been to classes on retirement before, or already have financial advisors helping you with your money, you can still benefit from the insights this workshop provides.

About Your Instructor

Sage Capone is a Financial Advisor and Tax-Efficient Retirement Income Planner at Estate Planning Consultant of Hawaii, serving clients with a fiduciary-first approach focused on retirement income planning, mitigating investment risk, tax planning, and legacy and estate planning.

His mission is to help individuals and families strengthen their financial futures by improving financial literacy and providing practical guidance that supports smarter, lifelong decisions. Based in Oahu, Sage serves clients across the Hawaiian Islands, including Hawaii Island, Maui, Kauai, Molokai, and Lanai, as well as clients who have relocated to California, Nevada, Oregon, and Washington.

Have a pressing retirement question? Book a Call with Sage Now!

Workshop