Professional speaking

Mark Colgan, CFP® professional and founder of Plan Your Legacy, is a sought-after national speaker and trainer for both individuals and professional planners on the topic of legacy planning. His articles have appeared in many national publications and he's been cited in several national media.

His dynamic presentation Breadcrumbs, WHat WIll You Leave Behind? is the perfect keynote speech for conferences of all sizes. The four learning objectives are:

1. Understand the difference between legacy and estate planning
2. The benefits to the advisor and client
3. The turnkey solution
4. Words of wisdom

Throughout his presentation, Mark commands the attention of the audience by reflecting on his personal experience, incorporating important statistics and sharing specific action steps. As a result, he consistently gets positive audience feedback.

"Mark Colgan was a speaker for us at our 2009 National Sales Symposium in Omaha, NE. This is an event that is attended by our top advisors from around the country.

I previously had some experience with Mark's through some work that he has done with some of these top advisors, but I had not personally met or heard Mark until our September event.  One cannot fully get the feel for the passion that Mark brings until they have the opportunity to see him in person.His message is very personal and moving and leaves you wanting more.  

In addition to the compassionate motivation, Mark also provides his audience with very practical ideas that they can walk away with an incorporate into their practices.I feel that Mark would be a wonderful addition to any conference program."

Mark D. Zagurski CLU, ChFC, CMFC, CRPC

Distribution Manager, Agency Sales Development

Also, comments like:

• "This was inspirational."
• "I nearly dropped to my knees!" (Even Mark was surprised by that one...)
• "I am going to incorporate this into my practice immediately."
• "This was the best speech of the conference!"

For more information, contact us.