6 Steps to Legacy Planning for the Generations

Estate planning doesn’t have to feel intimidating or impersonal. In this practical class, you’ll learn how generational planning helps individuals share more than money your wishes, stories, and values—so the next generation has clarity and direction. You’ll see what happens when a legacy isn’t planned, how to plan for sudden incapacity, and how to successfully transfer both tangible and intangible wealth. You’ll leave with a simple six-step process and a clear next step you can take immediately. You don’t need to be wealthy to benefit; you need to be clear. Whether you’re 45 or 75, this framework helps you align paperwork, people, and purpose.

Rolf White

Instructor

Rolf is the owner and lead collaborator of Business and Family Advisors LLC and has been in business for over 20 years. His focuses are in financial planning, retirement, social security, tax planning, Medicare and 401(k) plans. Rolf is licensed in MN, WI and AZ.

In 2016, he earned his Accredited Investment Fiduciary® (AIF®) and continues to maintain it and be in good standing. This designation is a professional certification that demonstrates an advisor serving as an investment fiduciary has met certain requirements to earn and maintain the credential. AIF® Designees can demonstrate that they have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients.

Before Business and Family Advisors LLC, he owned and operated his own successful property and casualty insurance agency. He has worked for small closely held businesses with local, national and international reach and also worked for fortune 500 companies. Rolf holds a bachelor’s degree in Entrepreneurship and Marketing from The University of St. Thomas

When not working he enjoys spending time with his wife and their three children. He enjoys sports and is active in his community through volunteer opportunities. Rolf also enjoys spending time outdoors fishing and hunting.

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