--- title: Webinar | Leaving More Than Memories description: How to leave more then just memories to your loved ones and the benefits of strategic legacy planning. image: https://women.xmlfg.com/hubfs/XML-Events%20Blog%20Image%20(5).png --- - [ FORM CRS ](https://www.xmlfg.com/form-crs) - [ Operations Notice ](https://www.xmlfg.com/website-operations-notice) [![Cross](https://women.xmlfg.com/hubfs/raw_assets/public/XML_Women_May2025/images/cross.svg) ](https://women.xmlfg.com/blog/webinar-leaving-more-than-memories#) [![xml-logo-women](https://women.xmlfg.com/hubfs/XML%20Women%20May%202025/xml-logo-women.svg) ](https://women.xmlfg.com) Start typing and press ENTER [* ![Arrow Circle](https://women.xmlfg.com/hubfs/raw_assets/public/XML_Women_May2025/images/arrow-circle.svg) * Back to resources ](https://women.xmlfg.com/blog) [Webinars & Events ](https://women.xmlfg.com/blog/tag/xml-women-category-webinars-events) 11/11/2024 XML Women | Author ### Webinar | Leaving More Than Memories On May 14,  [Shawna Bieda](https://www.xmlfg.com/shawna-bieda?hsLang=en) (Senior Wealth Advisor) was joined by [Cheri Brooks](https://www.nb.com/en/global/biographies/cheri-brooks) (Managing Director, at Neuberger Berman) for an in-depth conversation about how to leave more then just memories to your loved ones and the benefits of strategic legacy planning.  [Request the Legacy Planning Booklet.](https://share.hsforms.com/1dffqE6qaT2KKXGdCkJ04Tg4rq0k?__hstc=185296054.c3dcc30fc1de4e8dbe06f5b03e2ae4dc.1712695141856.1731342368532.1731343316350.423&__hssc=185296054.42.1731343316350&__hsfp=3644960128) **This webinar is for educational and informational purposes only. Content is not intended to be a recommendation or solicitation for the sale or investment in any product, strategy or service nor should it be perceived as individual advice.* ## You may also like [![](https://women.xmlfg.com/hubfs/Copy%20of%20XML%20Curtis%20Commentary%20Image%20(75).png) ](https://women.xmlfg.com/blog/financial-lessons-from-the-past) ###### March 3, 2026 #### [Financial Lessons from the Past](https://women.xmlfg.com/blog/financial-lessons-from-the-past) [Read more ** ](https://women.xmlfg.com/blog/financial-lessons-from-the-past) [![married couple ](https://women.xmlfg.com/hubfs/Website%20Thumbnail%20Is%20working%20longer%20backup%20plan%20%20(9).png) ](https://women.xmlfg.com/blog/blending-money-financial-tips-every-engaged-couple-should-know) ###### February 10, 2026 #### [Blending Money: Financial Tips Every Engaged Couple Should Know](https://women.xmlfg.com/blog/blending-money-financial-tips-every-engaged-couple-should-know) [Read more ** ](https://women.xmlfg.com/blog/blending-money-financial-tips-every-engaged-couple-should-know) [![](https://women.xmlfg.com/hubfs/In%20the%20News%20-%20Check%20Please!%20Who%20Should%20Pay%20On%20The%20First%20Date%20(1).png) ](https://women.xmlfg.com/blog/at-61-is-it-smarter-to-split-or-just-keep-the-marriage) ###### January 20, 2026 #### [At 61, Is It Smarter to Split or Just Keep the Marriage?](https://women.xmlfg.com/blog/at-61-is-it-smarter-to-split-or-just-keep-the-marriage) [Read more ** ](https://women.xmlfg.com/blog/at-61-is-it-smarter-to-split-or-just-keep-the-marriage) ## Financial Planning, Designed for You. Holistic, personalized advice to help women build the future they deserve. - [Connect With Us ** ](https://women.xmlfg.com/contact-women) ![Footer_Global2](https://women.xmlfg.com/hs-fs/hubfs/XMLW-Site%20Images/Footer_Global2.jpg?width=1440&height=601&name=Footer_Global2.jpg) ##### Company - [About](https://www.xmlfg.com/about) - [Team](https://women.xmlfg.com/team-women) - [Contact Us](https://women.xmlfg.com/contact-women) ##### Who We Serve - [Working Professionals](https://women.xmlfg.com/who-we-serve-women#working-professionals) - [Entrepreneur & Business Owners](https://women.xmlfg.com/who-we-serve-women#entrepreneur-business-owners) - [Family-Focused Planners](https://women.xmlfg.com/who-we-serve-women#family-focused-planners) - [Independent Women](https://women.xmlfg.com/who-we-serve-women#independant-women) - [Legacy Builders](https://women.xmlfg.com/who-we-serve-women#legacy-builders) - [Pre- and Post- Retirees](https://women.xmlfg.com/who-we-serve-women#pre-and-post-retirees) ##### Solutions - [Financial Planning](https://women.xmlfg.com/solutions-women#financial-planning) - [Investment Management](https://women.xmlfg.com/solutions-women#investment-management) - [Retirement Planning](https://women.xmlfg.com/solutions-women#retirement-planning) - [Estate and Philanthropic Planning](https://women.xmlfg.com/solutions-women#estate-philanthropic-planning) - [Insurance and Risk Management](https://women.xmlfg.com/solutions-women#insurance-risk-management) ##### Locations - Alexandria, VA - Bethesda, MD - Breckenridge, CO - Fairfax, VA - Fort Washington, PA - [![facebook](https://women.xmlfg.com/hubfs/Files%20-%20XML%20July%202024/facebook.svg) ](https://www.facebook.com/xmlfgw) - [![IG-1](https://women.xmlfg.com/hubfs/IG-1.svg) ](https://www.instagram.com/xml_women/) - [![linkedin](https://women.xmlfg.com/hubfs/Files%20-%20XML%20July%202024/linkedin.svg) ](https://www.linkedin.com/company/xml-women-wealth-wellness/) - [![Youtube](https://women.xmlfg.com/hs-fs/hubfs/Untitled%20design%20(85).png?width=37&height=37&name=Untitled%20design%20(85).png) ](https://www.youtube.com/@XMLFinancialGroup) Investment advisory services offered through XML Financial Group. 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