On Tuesday, October 23, The Kelly Group’s Charlie Wolpoff spoke on Legacy Planning at the MACPA’s annual Personal Financial Conference in Towson. Charlie discussed the significance of moving beyond basic estate planning with a Legacy Planning process. Legacy Planning is not just about protecting and preserving the family assets; it is about protecting and preserving the family, while helping us craft a meaningful and loving legacy. The conference was attended by CPAs who are financial planners and business consultants who advise clients in retirement and financial planning issues.