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NEW BOOK RELEASE

LEGACY WELL PLANNED

All it Takes is Your Time Investment


Your legacy is more than an afterthought—it's a powerful tool for living.


Chief Legacy Officer, Sherrie Rose, and Duane Morrow, veteran financial services expert, share the details of impactful living through legacy planning, masterwork creation, and the intriguing concept of enhavim (look that one up!).

Inside this book, ‘LEGACY WELL PLANNED’, you'll find your guide to crafting a legacy now that inspires others as you continue to embrace life's richness. Plan a legacy that you’ll feel proud to leave to the next generation while you’re living fully in the present and excited about the future. Champion yesterday, create today, and transform tomorrow.


LEGACY WELL PLANNED


All it Takes is

Your Time Investment


Take time now to create your Legacy Well Planned.


Are you one of the many people who have left their legacy planning to chance?

Will your circumstances bring turmoil or certainty?

This is a book you might live without, but without it, you will most likely not leave a Legacy Well Planned.

Your Lawyer and Estate Planner will love you when you come in prepared with your legacy-goals laid out. This book is a practical guide in preparation for Your Legacy Well Planned. Inside, you can chart the course of your legacy, and included are topics on financial succession, family, heirs, legacy, probate, living trusts, living wills, power of attorney, conservatorship, guardians, incapacity and disability preparation; all the usual topics.

What you won’t find in any other book is an exciting bonus chapter on Decade Intelligence, a revolutionary idea to design a legacy well planned, one decade at a time. Every decade holds the possibility of a Legacy Well Planned. Every person holds the possibility of a Legacy Worthy Life when you invest the time to make it happen.

After diving into this book, your Legacy Well Planned will show up in your intentional choices that aligned with your priorities. From saving and investing to navigating emotional landscapes, each deliberate step charts a legacy both financially and emotionally robust. Just as a map adapts to changing terrain, your legacy and financial plan flexes with circumstances. Let this book be your trusted advisor, your personal mentor, while you navigate the path as you create your Legacy Well Planned.


WHAT IS A ‘LEGACY WELL PLANNED’?


  • A legacy well planned is yours to design, all it takes is your time.

  • A legacy well planned is a legacy intentionally designed leaving nothing to chance.

  • A legacy well planned directs your future and builds upon your past.

  • A legacy well planned is a definitive roadmap that propels you towards the future.

  • A legacy well planned is dynamic and adjusts to life’s uncertainties.

  • A legacy well planned honors your priorities and values worth sharing.

  • A legacy well planned reflects your reputation and character.

  • A legacy well planned inspires others through your accomplishments and actions.

  • A legacy well planned celebrates your achievements and remembrance.

  • A legacy well planned results in a legacy worthy life that you are proud of.

  • A legacy well planned is uniquely yours.


PRAISE FOR LEGACY WELL PLANNED


" #1 Guide - 'LEGACY WELL PLANNED' provides clarity how to create a legacy on all levels while living fully. This is a must-read!" — Dennis Sam


“This book transforms legacy planning into a practical and impactful approach to life. It will change how you live and how you consider what you leave behind. Get it today!" — Success Begins Here


“This book transforms legacy planning into a practical and impactful approach to life. It will change how you live and how you consider what you leave behind. Get it today!" — Success Begins Here


TAKE A LOOK INSIDE

LEGACY WELL PLANNED

All it Takes is Your Time Investment


Introduction: Why Legacy Matters

Find the deeper meaning in your life


Take the Test: What’s Your Score on the Legacy IQ Test?
Free test here www.LegacyIQtest.com

Chapter 1: Become the GrandMaster of Your Legacy

When your plan comes to fruition with a few trade-offs: Master Your Legacy


Chapter 2: Financial and Legacy Planning
The umbrella theory because dying is for other people


Chapter 3 Fortify Your Financial Life
How to become debt-free for worry-free living


Chapter 4 Life Happens and It’s Unpredictable
We can’t control the future, no matter how we think we can


Chapter 5 The Power of Mentors

How Mentors Help Align the ‘Four Avenues’ to Account for Your Future

Chapter 6: Your People, Your Story

The Continuous Echo: Yesterday, Today, Tomorrow


Chapter 7: Your Enhavim Masterwork

Motivation for Big Ideas, Big Legacy

Chapter 8: Date Motivated Action and Decade Intelligence

Do you have the courage to commit to ten years?


Next Steps: Where You Go from Here

From the ‘Four Avenues’ to the ‘Four Futures’

Afterword

Acknowledgements

About the Authors

ABOUT THE AUTHORS

SHERRIE ROSE

partners with leaders on MASTERWORK, both business and personal, using her innovative 9-Pillar Wisdom Model. She is the visionary 'Chief Legacy Officer,' inspiring friends and colleagues to be "legacy worthy."

DUANE MORROW

is a well-respected and seasoned 37-year veteran in the financial services industry. He is a serial winner in life despite experiencing extreme physical challenges. He brings a unique positive perspective to life.

Enjoy the book and want to return the favor? Share this page with people you know who have Masterwork within them and just need to get started on their legacy.

We thank you for your support and your friends will thank you for the book recommendation.

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