Welcome to Wealth & Legacy Notes™ with contributions from our advisory group, Leadership & Legacy Seminar Series™ speakers, and our sponsors. We will add notes to help inform, educate, and enlighten the business community and wealthy taxpayers and their advisors so they can make better decisions about their wealth, life and legacy. We will also post stories to help inspire us all to make an impact and give back to our communities. You are more than welcome to post a comment on any of the articles or ask follow-up questions, but please no solicitations or SPAM posts.
The Center for Wealth & Legacy announced that its next semi-annual Inspiration Awards™ will be held on October 26, 2011. Click here to read the news release.
Friday, September 23, 2011 at 11:43AM Finally, a money management and budgeting class for teenagers!
This is truly an educational financial managmenet program whose time has come. I've seen way too many young adults, as well as mature adults, who really have absolutely no clue when it comes to managing their own finances - even the basics of how to write a check, why you can't just write a check because you still have checks left. This program is targeted toward teenagers to help them learn how to manage their own money. Money Minded Learning.
Tuesday, April 19, 2011 at 01:34PM The team at The Center for Wealth & Legacy would like to wish each of you a very Happy Valentines Day.
Monday, February 14, 2011 at 08:11AM 
