From Assets to Legacy: Smart Planning for the Next Generation

Want to start planning for the next generation?

Estate planning is about more than paperwork—it’s about making sure your wishes are honored, your loved ones are taken care of, and what you’ve built is passed on the right way. In this session, we’ll walk through the bigger picture of estate planning, going beyond a simple will to cover key considerations like tax efficiency, beneficiary designations, and long-term planning strategies.

The goal is clarity and confidence—so you can protect your legacy today and set the next generation up for success.

Presenter's bio: 

Imagine working your whole life, making good money… only to realize later that you’ve lost thousands to unnecessary taxes and missed financial opportunities.

Janet Hum—a financial strategist—helps ambitious professionals take control of their financial future through strategic, tax-smart wealth building. She doesn't just help you grow your money—she helps you protect and maximize it.

On one hand, she works with individuals to build clear, personalized roadmaps to financial independence. On the other hand, she's also passionate about mentoring and training others to do the same, so together, we can reach and impact over 1 million families in the next decade.

This mission is bigger than her—she can’t do it alone. Whether you're looking to secure your own financial future or help others do the same, there's a place for you on this journey.