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Where to start? Join us and find out.
You’ll learn about leaving a legacy for your spouse or loved ones and learn how to protect them from financial uncertainties of death and illness.
I will give you the tools you need to be financially prepared for doing the important things now so they don’t become urgent later. Couples encouraged to come together.
Hear what other’s are saying about the Legacy Workshop:
” I believe the workbook provided at the legacy workshop alone had so much value. The opportunity to ask questions and gather for support to proceed with a topic most don’t want to talk about or even understand how important it is was wonderful to have someone willing to do some of the legwork for us by providing the workbook, it really shows how much you care.” Brooke B
“Phyllis is very knowledgeable and professional. She takes the time to understand your specific goals and helps you achieve them.” Chris D
“Being a licensed financial advisor, I was curious as to what Phyllis would share in her Legacy Workshop. I attended an in-person Legacy Workshop and was impressed. Her list of considerations to prepare for the future and its circumstances, planned or unplanned, was well thought out and thorough. Phyllis addresses all considerations, is honest as to what she can and cannot do and networks with qualified professionals where needed.” Clay M
“The information you learn at this event is wonderful for giving you step by step instructions on where to start and to even know where to begin.” BH
“I attended the Legacy Planning webinar that Phyllis (Perfect Cents) provides and was very appreciative of the wealth of knowledge and guidance that she provided. I thought I was well prepared with my legacy planning but Phyllis provided other concepts for me to consider in my own planning. I highly recommend Perfect Cents and will be more than happy to refer others.” Glenn R