6 Steps to Legacy Planning for the Generations


Adult Activities / Money Matters -
Winter-Spring 2026

Estate planning doesn’t have to feel intimidating or impersonal. In this practical class, you’ll learn how generational planning helps individuals share more than money your wishes, stories, and values—so the next generation has clarity and direction. You’ll see what happens when a legacy isn’t planned, how to plan for sudden incapacity, and how to successfully transfer both tangible and intangible wealth. You’ll leave with a simple six-step process and a clear next step you can take immediately. You don’t need to be wealthy to benefit; you need to be clear. Whether you’re 45 or 75, this framework helps you align paperwork, people, and purpose.

Rolf White

Rolf is an experienced professional and Accredited Investment Fiduciary (AIF®), a financial advisor with over 20 years of industry experience; and has conducted seminars on financial planning and related topics all over the twin cities metro.  He is also a local small business owner of Business and Family Advisors LLC in Burnsville. He offers comprehensive wealth management that encompasses financial planning, retirement, social security, tax, estate and long term care planning and Medicare.

 March 2026 
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M675- 3AA

  Rolf White


Diamondhead Education Center : 2020
Monday, Mar 23
6:30 - 8:00 PM

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$ 10.00
Per Person