The Next Generation of Wealth Transfer: An Action Plan for Passing on What Matters Most

Thursday, April 16 | 5:30 PM–6:30 PM


Join us for an informative and engaging webinar focused on creating a meaningful and lasting legacy. Together with financial professionals and legal experts, we’ll explore a step-by-step framework for passing on what matters most.


Whether you are just beginning to think about your estate plan or looking to refine an existing one, this session will provide practical tools to help you align your financial legacy with your family’s purpose and priorities. Attendees will also receive a workbook to help guide productive conversations with loved ones and professional advisors.

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Who Should Attend

High-Net-Worth Families

Parents & Grandparents

Business Owners

Existing Plan Holders

Take a proactive approach to estate planning and long-term family legacy.

Reserve Your Spot

Plan Today, Protect Tomorrow

Register for the Webinar

About Elise A. Bavazzano, Esq.

Elise A. Bavazzano, Esq. Elise A. Bavazzano, Esq. is an Associate in the Trust, Estates, and Financial Practice Group at Lyons & Associates, P.C. She advises individuals and families on estate planning and administration, including wills, trusts, powers of attorney, and advance healthcare directives. Elise works closely with clients to develop thoughtful plans that protect their assets and help ensure their wishes and legacy are carried out for future generations.

Plan for More Than Wealth

Create a legacy that reflects your family’s purpose and priorities.

This webinar is designed to help you think beyond documents and assets alone. With practical guidance from experienced professionals, you will leave better prepared to protect your wishes, support your loved ones, and pass on what matters most with clarity and intention.

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