Client Workshop – The TrueWealth Family Legacy SM System
February 13th, 2025 at 4 pm
February 13th, 2025 at 4 pm
Discover the TrueWealth Family LegacySM System: Beyond Legal Documents
Introductory Workshop for Clients and Your Guests
Estate planning is more than legal documents and financial assets—it’s about leaving your loved ones what matters most.
“But wait, isn’t that my money?”
No, it’s not. There’s something adult children say is 10 times more important than leaving your financial assets, and it’s more of you.
Over decades of guiding families, our founder, Catherine Hammond, has watched traditional estate planning fall short – time after time – when a loved one passes away. What families want and need is not just your financial capital, but also your human capital.
Financial wealth alone doesn’t guarantee the wellbeing of your loved ones, but there’s something else that will support them for generations to come.
In this workshop, you’ll discover what you probably haven’t yet included in your estate plan and what your loved ones really want. We will go beyond traditional approaches to help you discover and capture the essence of your human capital.
Join us in February 2025 to learn how the TrueWealth Family LegacySM System can help you build a plan that leaves a lasting impact for generations to come.
Your Guide
Catherine has spent the last year creating tools and a system to help you pass not only your financial capital but also your human capital: your wisdom, values, and life experiences, curated in a way that makes them helpful to your loved ones long after you’re gone, and expressed in ways that will last for generations. This is what we call your TrueWealth℠.
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.