• The Personal Legacy Journal
• The Survivor Assistance Handbook
As the CEO of Plan Your Legacy LLC, Mark Colgan implements the strategic goals and objectives of the organization as well as gives direction and leadership toward the achievement of the organization's philosophy, mission, strategy, and its annual goals and objectives.
Mark has a unique background. In 2001, Mark Colgan was a successful Certified Financial Planner™ professional who'd been married to his best friend, Joanne, for seven years. When she died unexpectedly at the age of 28, Mark's wonderful life was dramatically changed forever. In his words:
Within minutes of her passing, I found myself in the midst of a crowd of emergency medical technicians, firemen, policemen, relatives, neighbors, and the medical examiner. Within hours of her death, I was writing her obituary, selecting her casket, planning the details surrounding her funeral, purchasing a gravesite for both of us, and even designing her headstone. Within six hours, I had gone from waking up with my wife to beginning the process of burying her.
And aside from the paperwork, legal details, and planning, Mark was dealing with emotional issues - what about Joanne's final wishes...her life story...her values?
Inspired by the challenges he faced as a young widower, Mark authored The Survivor Assistance Handbook: A Guide for Financial Transition in 2002. The following year, he took his idea a step further and created a personal legacy journal for individuals to use to establish a record of their lives and final wishes. It was also in 2003 that Mark founded Plan Your Legacy, LLC and began a national speaking tour on the important topic of legacy planning. Plan Your Legacy is dedicated to helping individuals build their own personal legacy plan to preserve their life values, record their final wishes, and positively influence future generations.
Today, Mark 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.
TOPICS:
• Empowering clients to achieve financial success through custom money management solutions
• Breadcrumbs - What Will You Leave Behind?
PARTIAL LIST OF CLIENTS:
American Express
Financial Planning Association
UBS Financial Services, Inc
TOPIC DESCRIPTIONS:
Breadcrumbs - What Will You Leave Behind?
What will you leave behind? It's not an easy question, but it's one that's at the forefront of one of the fastest-growing segments of the financial planning industry: legacy planning. Legacy planning takes financial planning and even estate planning to the next level: it involves documenting an individual's personal values, life lessons, history, memories, final wishes and more. This lively presentation highlights the evolution of legacy planning and introduces BREADCRUMBSsm, a comprehensive new program designed to help financial advisors and attorney’s lead clients through this important process. If you want to differentiate your services, strengthen client relationships and increase sales, this early wake-up call will be well worth it.
TRAVELS FROM: New York
FEE CATEGORY: B ($5.5 to 10k)
