Workshop: Leave a Legacy That Reflects Your Values

A Spiritually Grounded Estate Planning Webinar for ANTN Members and Friends

Estate planning is more than a legal process—it’s a sacred act of stewardship. Join us for this heart-centered and informative webinar designed to help you care for your loved ones, express your deepest values, and create a lasting legacy aligned with your spiritual beliefs.

In this workshop, you’ll discover:

• The essential components of an estate plan—wills, trusts, healthcare directives, and more—while also exploring how your financial and spiritual lives can work in harmony
• How to ensure your wishes are honored with clarity and compassion
• How to give back more effectively and build a lasting legacy while making the most of your tax benefits with strategies such as:
• Donating appreciated stock to avoid capital gains taxes and receive a full deduction
• Using IRA distributions to fulfill your Required Minimum Distribution (RMD) and lower your taxable income
• Making tax-smart donations through Donor-Advised Funds (DAFs) and Charitable Remainder Trusts (CRTs)

Register now to begin creating a plan rooted in love, purpose, and legacy. This is a gift you give to those who matter most —and yourself.

Facilitator: Bill Holliday CFP®, AIF®, CSRIC® 

Bill is a comprehensive financial planner who works with clients on retirement plans, investments, taxes, insurance, and estate planning.

Bill offers clients the ability to align their investments with their values through Sustainable, Responsible, Impact investing (SRI or ESG Investing) without reducing their financial return.