Never Too Late

Planning Your Legacy with Purpose

"You are never too old to set another goal or dream a new dream." – C.S. Lewis

In a community like ours, filled with accomplished, retired professionals and entrepreneurs, this message holds special meaning. Many have spent decades building their careers, raising families, and giving back. Now, as the pace of life slows, it can be tempting to think that the big dreams and big decisions are behind you. But the truth is, this chapter of life offers an unparalleled opportunity: the chance to shape your family’s future with purpose and clarity.

At Generational Strategies Group, we are wealth preservation and transfer specialists. Our mission is to help successful families minimize estate taxes, protect wealth, and design legacies that last for generations. Led by Chris T. Christensen, our firm delivers sophisticated planning strategies that give families both confidence and control over their futures.

The recently enacted One Big Beautiful Bill Act has ushered in one of the most favorable estate-planning climates in modern history. For high-net-worth families, it unlocks strategies once beyond reach—opening extraordinary opportunities to protect assets, safeguard family businesses, and build philanthropic legacies that endure.

This is why we are excited to host Pass the Torch: An Exclusive Wealth and Estate Planning Event. Join us as Chris T. Christensen and guest speaker Brad A. Galbraith, Esq. discuss:

• How current tax laws create opportunities for advanced planning.

• Strategies to leverage tax exemptions to create additional wealth to fund your legacy and positively impact your family and communities you care about for generations.

• Methods to decrease the income tax burden of IRAs and other qualified plans.

• The Zero-Estate Tax Plan designed to deliver 100% of your life’s work to your children, grandchildren, and charitable causes.

• And more, with insights you can apply directly to your own planning.

The seminar is valuable for every stage of planning. If you have never started, you’ll leave knowing you have begun. If you already have a plan, you will want to consider how new planning opportunities can be utilized to benefit your life and the lives of the people, causes and communities that you cherish.

Procrastination leads to uncertainty, and uncertainty leaves the future of your estate in the hands of the IRS instead of your loved ones. But just as Lewis reminds us, it’s never too late to set a new goal — whether that goal is to travel more freely, give more generously, or simply enjoy peace of mind knowing your affairs are in order.

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Join us at The Ritz-Carlton Beach Resort on November 15, 2025. Seating is limited, and we encourage you to reserve your spot early. Spend a morning with us and walk away with the clarity and assurance that comes from taking the first step toward protecting your family’s future.

Your legacy deserves nothing less.