Planning for What Matters Most:
Inheritance and Estate Planning
![[Webinar] - 529 Plan Feature Image | The Retirement Planning Group](https://www.planningretirements.com/wp-content/uploads/2025/04/Inheritance-Estate-Planning-Webinar-1.png "Inheritance & Estate Planning Webinar (1)")
Planning for the future is about more than just documents, it’s about protecting the prople and values that matter most.
In this on-demand webinar, Brandon Stegall, CFP® and Erik Rome, JD, from Sage Law, LLP, share how thoughtful conversations and a clear plan can help you navigate inheritance, support your loved ones, and build a legacy that reflects your wishes.
Whether you are getting started or updating your plans, this session offers guidance to help you move forward with clarity and care.
Brandon Stegall, CFP®
Brandon believes that building a thoughtful plan starts with understanding the people and stories behind it. His passion for helping families protect what matters most is at the heart of his approach to inheritance and estate planning…
Erik Rome, JD
Erik is an estate planning attorney with Sage Law, LLP, who helps families navigate the complexities of inheritance, trusts, and legacy planning. His work focuses on creating clear, personalized strategies that support each family’s goals…
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