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                  Introduction to Legacy Planning Series

                  What Is Legacy Planning and Why Does It Matter?

                  Legacy planning isn't just about what you leave behind-it's about how intentionally you shape the future for the people and causes you care about. A well-designed plan can protect you and your family from confusion, conflict, and costly mistakes.

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                  Waves on the beach at sunset
                  Introduction to legacy planning series

                  The First Steps to Creating a Legacy Plan

                  Getting started with a legacy plan isn’t as overwhelming as it seems—especially when you focus on what matters most. These foundational steps can help you align your assets and values with clarity and purpose.

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                  Planning Team
                  Introduction to legacy planning series

                  Who’s On Your Legacy Planning Team?

                  You wouldn’t build a house without the right team—so why build a legacy that way? The strongest plans come from collaboration between trusted professionals who know your vision.

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                  Disclosure

                  Nathaniel Workentine is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, CO, FL, IA, KS, MN, MO, NE, NM, NY, OR, VA, and WI. No insurance business may be conducted outside the states referenced.

                  Nathaniel Workentine is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1221 N St Ste 800, Lincoln, NE, 68508. In this regard, this communication is strictly intended for individuals residing in the states of CO, FL, IA, KS, MN, MO, NE, NM, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

                  Nathaniel Workentine is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CO, FL, IA, KS, MN, MO, NE, NM, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

                  TANDEM FINANCIAL TEAM LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                  Neither TANDEM FINANCIAL TEAM LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                  For more information about NYLIFE Securities LLC and its investment professionals.

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                  Nate Workentine
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