Workshop – Purposeful Planning

Thursday, September 26th, 2024 – 4 pm

You’ve designed and implemented a plan to pass on your real estate and financial assets, but there’s another important element of planning (pssst: it’s the most important!) which 99.9% of people are missing, and we call it Purposeful Planning.

Are you set up to pass the right things to your loved ones when you’re gone?

Yes, it’s useful to have things buttoned up legally and to ensure things go smoothly for your loved ones if you become incapacitated and when you die.

But the entire focus of estate planning not on the most important piece, and most clients are lulled into thinking that having their trust or will in place is all they need to take care of their heirs.

Your financial capital is important, but learning how to pass on your human capital in a lasting way will make the money you leave exponentially more powerful and truly make a difference for those you love when you’re gone.

This workshop will show you what’s missing from your estate plan and exactly how to pass the legacy that truly makes a difference for your loved ones for generations to come.

A limited number of seats for this workshop are available to non-LPP members for a small fee.

Reserve your Non-Member seats Now!

Meet Your Guide: Catherine Hammond

As an attorney in Colorado, Catherine Hammond provides estate and tax planning services to individuals and businesses. Ms. Hammond’s primary focus is protecting families from the devastating legal effects of disability and death through creating comprehensive, values-based estate plans which minimize taxes, costs, and government interference. Ms. Hammond will take the time to get to know you as an individual, learning about your life and values. She will work closely with you through an ongoing relationship to ensure your personal and financial goals are met as your life and the laws change over the years.

An attorney since 1993, Ms. Hammond combines a background in business with a wide range of legal and personal experience to provide her clients with a uniquely practical perspective.

Ms. Hammond is a member of WealthCounsel, ElderCounsel, the National Academy of Elder Law Attorneys, the Colorado Springs Estate Planning Council, and the Purposeful Planning Institute. She previously served on the Board of Governors for the American Academy of Estate Planning Attorneys.

More than simply an attorney, Ms. Hammond also serves clients and their families through transformational coaching, especially through life transitions. She is currently pursuing her certification in Integrative Personal Development to more deeply support clients in living fully, bravely, and beautifully for all of their days.