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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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Charles (Chuck) Napier changed their profile picture
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Updating the Legacycafe.net podcast library