The Heart of Legacy: Family, Values & Purpose

Thank you to all who attended our very special evening dedicated to creating a legacy that lives beyond a lifetime! At OCCF, we believe a meaningful legacy is not defined by wealth alone—but by the values, passions, and purpose that shape a life.

Read the Key Messages

Check out the key messages from our presenters in our blog post.

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View Event Photos

 

Worksheets and Resources

• OCCF Legacy Planning Brochure
• Legacy Planning Checklist
• Harmon Kong, Values Over Valuables Book
• The Family Playbook workbook for Values Over Valuables
• Event photos