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 Becoming a Legacy Advisor 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. Learn why this huge need has been such a secret
3. Understand your role as a legacy advisor
4. Learn about the tools you can provide to ensure the legacy plan is kept alive

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 with 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.