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Breaking Barriers: Joe Anderson and Ed Martin

  • Anderson Financial 3257 U.S. 9 Saratoga Springs, NY, 12866 United States (map)

What do you want your legacy to be? For yourself, your business, and your family, the choices you make today shape the story you leave behind.

Join us for an engaging and practical session with Joe Anderson and Ed Martin, who will guide us through the critical conversations and decisions that often get overlooked when it comes to estate planning and legacy building.

This event will cover:

  • Where to start: How to begin thinking about your personal, professional, and family legacy.

  • Estate planning essentials: What you should know — including the things you didn’t realize you needed to know.

  • Reducing stress through preparation: How having a clear plan can ease uncertainty and provide peace of mind.

  • Business continuity: Ensuring your company thrives beyond your leadership.

  • Family security: Protecting loved ones with foresight and clarity.

This is more than a discussion about documents and procedures — it’s about creating a vision for your future, aligning your values with your decisions, and ensuring that your story continues in the way you intend.

Don’t miss this opportunity to break barriers, gain clarity, and start building the legacy you want to leave behind.

EO Members and Accelerators: Register HERE

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February 13

EO Albany Q3 Learning Day: Picture Perfect