Unlocking More From Your Legacy Plan

How to Receive More in Your Lifetime

Without Reducing What You Leave Behind

Most people think legacy planning is only about what happens after they’re gone. In this session, discover how a modern legacy plan can support you now while still protecting everything you want to leave behind for your family.

For individuals aged 40–65 who want clarity, peace of mind, and a legacy that truly reflects their life’s work.

Free Webinar

LIVE EVENT STARTING IN:

FREE Event

Live Well. Give Well.

You've Spent a Lifetime Giving.

Now Learn How to Give Even More.

14 Mar 2026 (Sat), 10AM - 11.30AM

Or
28 Mar 2026 (Sat), 10AM - 11.30AM

How to Unlock a Legacy That Provides for Your Family While Giving Back to the World You Love

You've worked hard. You've built something. And if you're honest with yourself, what you've always wanted isn't just to accumulate, it's to matter.

In this session, discover how a modern legacy plan lets you give more generously to yourself, your family, your community, and the causes closest to your heart, without choosing between any of them.

For individuals aged 50 above who want their wealth to reflect not just what you've earned, but who you are... while still taking care of yourself and the people you love.

Choose your date

Your information is kept private and secure.

Live Well. Give Well.

You've Spent a Lifetime Giving.

Now Learn How to Give Even More.

14 Mar 2026 (Sat), 10AM - 11.30AM

Or
28 Mar 2026 (Sat), 10AM - 11.30AM

How to Unlock a Legacy That Provides for Your Family While Giving Back to the World You Love

You've worked hard. You've built something. And if you're honest with yourself, what you've always wanted isn't just to accumulate, it's to matter.

In this session, discover how a modern legacy plan lets you give more generously to yourself, your family, your community, and the causes closest to your heart, without choosing between any of them.

For individuals aged 50 above who want their wealth to reflect not just what you've earned, but who you are... while still taking care of yourself and the people you love.

Choose your date

Your information is kept private and secure.

Unlocking More From Your Legacy Plan

How to Receive More in Your Lifetime

Without Reducing What You Leave Behind

Most people think legacy planning is only about what happens after they’re gone.
In this session, discover how a modern legacy plan can support you now while still protecting everything you want to leave behind for your family.

For individuals aged 40–65 who want clarity, peace of mind, and a legacy that truly reflects their life’s work.

Register for the Live Webinar

Date: 26 Feb 2026 (Thu), 7.30PM – 9.00PM
&
3 Mar 2026 (Tue), 7.30PM – 9.00PM
Format: Live Webinar Online

Walk away with a clearer plan that supports you now and the people you love later.

Choose your date

Your information is kept private and secure.

Most people plan to leave something behind. Few know how much more they could actually give.

Many hardworking individuals assume:

“I can only give after I'm gone.”

“If I take anything now, my children will receive less.”

“Giving to others means taking from my loved ones.”

But the truth is: you don’t have to choose between living well and leaving well.

This talk reveals a different way of intentional structuring, one that lets you enjoy your life more, give more, experience the joy of giving, and still protect everything your family deserves.

How to Restructure Your Wealth Plan that supports both your lifestyle and your legacy.

In this session, you'll learn how to:

Receive the payouts you deserve, so you can live and give well

Ensure your family is fully protected and provided for

Reduce your future financial stress on your family & children

Structure your legacy so it reflects your values and not just assets

Give to the causes and communities you care about

Because the greatest gift isn't what you leave.
It's how you live and how much of yourself you get to pass on.

What You’ll Learn in This Session

How to restructure your wealth plans to give you payouts today

✔ How modern legacy plans allow you to give more to family, community, and causes all at once

✔ Why traditional plans limit your options without you realizing

✔ How to optimise your existing policies without paying more

✔ How to enjoy more today without taking away from your family

✔ How to structure your wealth to care for yourself and your loved ones at the same time

Why Credence Legacy?

Credence Cares is a purpose-led advisory community built for individuals aged 50+ who believe their wealth should do more than sit and wait.

We believe legacy isn't just what you leave. It's what you live.

Through our CREDENCE IMPACT Framework:

Care for Self

Secure your comfort, dignity, and peace of mind throughout your lifetime

Care for Loved Ones

Protect your family and preserve the inheritance they deserve

Care for Society

Give generously to the causes, communities, and people that matter to you

We understand that legacy is not just about money...
it’s about the life you live, the people you love, and the values you pass on.

FAQ

Is this session suitable for me if I already have a legacy plan?

Almost certainly. Most people are surprised to discover how much more their existing plan can do, especially when it comes to giving during their lifetime.

If I give more now, will that reduce what my family inherits?

Not necessarily. This session will show you structures designed to let you give generously today while preserving the full legacy your family is entitled to. That's precisely the conversation we'll be having.

I'm not ultra-wealthy. Does this still apply to me?

Yes. Thoughtful legacy planning, including the generosity dimension, is relevant across a wide range of financial situations. This session is designed to be practical, not exclusive.

Is this a sales presentation?

No. This is an educational session focused on giving you clarity, perspective, and a framework to think with. Any further guidance is entirely your choice to pursue.

Can I attend with my spouse or family member?

Please do. Legacy decisions are often best made together, and many of our attendees find that attending as a couple or family creates meaningful shared clarity.

The greatest gift isn't what you leave. It's what you give.

Your legacy plan can do more for you, and your family, than you think.

Join us and discover how your legacy can do more for your family, your community, and the world.

Reach out to us at 8819 1051 for any questions.

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