Creating a Legacy with  your  PBoD
Just Added

Creating a Legacy with your PBoD

By Life & Legacy Counselors (The Griffin Firm, PLLC)

Build your Personal Board of Directors to create, protect and transfer wealth!

Date and time

Location

Oxon Hill Branch Library, PGCMLS

6200 Oxon Hill Road Oxon Hill, MD 20745

Agenda

11:05 AM - 11:40 AM

Panel 1. Wealth Architects


Financial advisors and insurance professionals will show how investment planning, risk management, and protection strategies work hand-in-hand to build and secure family wealth for the future

11:50 AM - 12:25 PM

Legacy in Land- Real Estate as a Generational Asset


Realtors and real estate experts will explore how property acquisition, management, and transfer strategies help families create security today while passing down wealth through generations.

12:35 PM - 1:10 PM

Vision to Venture - Business Strategy and Succession for Generations


Business strategists will demonstrate how intentional entrepreneurship, growth strategies, and succession planning ensure that family-owned businesses remain viable and impactful for generations to c...

1:20 PM - 1:00 AM (+1 day)

Keeping the Books- Accounting & Strategic Tax Planning


Accountants will share how proactive tax planning and financial oversight preserve family wealth, minimize tax burdens, and maximize generational transfers.

Good to know

Highlights

  • 3 hours
  • In person

Refund Policy

No refunds

About this event

Business • Finance

Build the team that builds your legacy. Join Life & Legacy Counselors for an energizing, hands-on session to design your Personal Board of Directors (PBoD)—the trusted circle of advisors who help you grow, protect, and transfer wealth across generations.

Why attend

Most people have goals. Legacy builders have a strategy—and a board. This experience shows you how to select the right advisors, align them to your values, and activate a coordinated plan for your family, business, and community impact.

What you’ll gain

  • Clarity: A simple framework for choosing and engaging your PBoD (legal, tax, insurance, banking, real estate, philanthropy, and more).
  • Confidence: Tools to evaluate risks and opportunities—so you can make informed decisions faster.
  • Action: A fill-in PBoD roadmap you can start using immediately.

Program highlights

  • Wealth Architects: Financial & insurance strategies for generations
  • Legacy in Land: Real estate as a generational asset
  • Vision to Venture: Business strategy & succession
  • Keeping the Books: Accounting & strategic tax planning

Who should attend

Entrepreneurs, professionals, faith and community leaders, family decision-makers, and anyone serious about building multigenerational wealth.


Organized by

$17.85
Nov 8 · 11:00 AM EST