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“Compassionate Professional Advisors who employ our legacy planning services are poised to realize a significant return on investment in less than a year—both financially and personally.” more ... |
![]() SpeakingMark Colgan, CFP® and founder of Plan Your Legacy, 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 the national media.
Mark commands the attention of his audience by reflecting on his personal experience, incorporating important statistics and sharing specific action steps. He consistently gets positive audience feedback I previously had some experience with Mark's through some work that he has done with some of these top advisors, but I had not personally met or heard Mark until our September event. One cannot fully get the feel for the passion that Mark brings until they have the opportunity to see him in person.His message is very personal and moving and leaves you wanting more. In addition to the compassionate motivation, Mark also provides his audience with very practical ideas that they can walk away with an incorporate into their practices.I feel that Mark would be a wonderful addition to any conference program." Mark D. Zagurski CLU, ChFC, CMFC, CRPC Other audience comments include:
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