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Launched Chartered Legacy Advocate program. Provides online training, one-one-one mentoring, and tools for wealth advisors to strengthen their client relations through legacy planning.
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Created Family Narrative as worksheet to identify a family’s heritage and identity. Can download a copy of the Family Narrative by visiting – https://www.legacystories.com/memories-from-my-life-guidebook/
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![Profile picture of Charles (Chuck) Napier]()
Charles (Chuck) Napier changed their profile picture
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Updating the Legacycafe.net podcast library
Co-Founders Dennis Stack and Tom Cormier met in 2007 after suffering the loss of loved ones. While commiserating, they realized a lifetime of wisdom and life lessons were also lost, and the same must be happening to families everywhere. The greatest body of wisdom in history was quietly vanishing and something needed to be done.
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