Christmas Presents Budget (flickr)

Six Steps to Legacy Planning Across Generations

Estate planning does not have to feel intimidating or impersonal. This practical class introduces generational planning, a way to pass on more than money — your wishes, values, and stories — so the next generation has clarity and direction. You’ll learn what can happen when a legacy is not planned, how to prepare for sudden incapacity, and how to transfer both personal and financial assets with purpose. You’ll leave with a simple, six‑step process and a clear next step you can take right away. You do not need to be wealthy to benefit — clarity matters most. Whether you are 45 or 75, this framework helps align paperwork, people, and purpose.

Rolf White

Instructor

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Rolf is the owner of Business and Family Advisors LLC in Burnsville and has been in business for 16 years. His focus areas are financial planning, retirement, social security, tax planning, Medicare, Group Benefits and 401(k) plans. In 2016, he earned his Accredited Investment Fiduciary® (AIF®) and continues to maintain it and be in good standing. Rolf holds a bachelor’s degree in Entrepreneurship and Marketing from The University of St. Thomas and has been teaching in the surrounding community ed school areas for over 12 years. Rolf is a licensed Medicare Agent.

Securities offered through Parkland Securities, LLC, member FINRA/SIPC. Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Business and Family Advisors, LLC is independent of Parkland Securities, LLC and SPC

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