Local Event Registrants
since March 2025
01Legacy Navigation Resource Network
Become a Trusted Resource
for Life's Next Chapter.
Legacy Navigation connects older adults, individuals and families with trusted professionals, businesses and resources as they navigate some of life's biggest decisions.
We're now inviting carefully selected businesses and professionals to become part of the Legacy Navigation Resource Network and The Legacy Guide.
Be seen.Be remembered.Be a resource.
Southern Oregon • Inaugural Legacy Guide Winter 2027
01Legacy Navigation Resource Network
Become a Trusted Resource
for Life's Next Chapter.
Legacy Navigation connects older adults, individuals and families with trusted professionals, businesses and resources as they navigate some of life's biggest decisions.
We're now inviting carefully selected businesses and professionals to become part of the Legacy Navigation Resource Network and The Legacy Guide.
Be seen.Be remembered.Be a resource.
Southern Oregon • Inaugural Legacy Guide Winter 2027
02The audience
We're already in the room.
An engaged Southern Oregon audience is already asking what comes next.
Families Implementing Estate Plans
since March 2025
Assets Indicated
by event attendees and registrants since June 2026
Live Educational Events
each month
Typical Facebook Advertising
supporting each major event
Individuals + Families
projected to engage monthly
We're not trying to find an audience.We've already built one.
We're engaging with people thinking about estate planning, retirement, Medicare, finances, aging parents, caregiving, senior living, their homes, healthcare and what comes next. Historical results, self-reported information, projections, attendance and future outcomes may vary.
03Why Legacy Navigation exists
Families don't need another giant list.
They need to know who to call.
Searching alone
- Hundreds of results
- Ads
- Directories
- Reviews
- Conflicting information
- Overwhelm
From noise
to clarity
to clarity
Legacy Navigation
- Curated resources
- Human relationships
- Trusted connections
- Clear categories
- Real people
- Help navigating what comes next
Less noise.More trust.Human connection.
A resource ecosystem for the many decisions people encounter as they plan ahead, age, care for family and think about their legacy.
04Meet The Legacy Guide
A resource people can actually read — and actually keep.
Launching Winter 2027, The Legacy Guide will be a quarterly Southern Oregon resource designed specifically for older adults and their families.
This isn't a booklet filled with tiny ads. Each participating commercial Resource Partner receives a beautiful, easy-to-read full-page Resource Profile.
Full page.Large print.Clear contact information.One business profile per page.Four quarterly editions.
Not an ad people skip.
A resource they know how to use.
05An ecosystem for real life
What might someone need in the next chapter of life?
Life's NextChapter
Aging isn't one category.It's life.
That's why we're building a broad but carefully curated network of businesses, professionals and community resources.
06The Resource Partner opportunity
Become part of the trusted network.
A full year of useful, consistent visibility within the Legacy Navigation ecosystem.
Legacy Resource Partner
$1,497/ year
Pay annually or 4 quarterly payments of $399
- Full-page Resource Profile
- Four consecutive quarterly Legacy Guides
- Digital Legacy Guide inclusion
- Legacy Navigation website Resource Profile
- Year-round Resource Network inclusion
- Direct website + contact links
- QR code
- Legacy Guide reader offer or special
- Eligibility for appropriate introductions
- Community/network opportunities
- Annual profile onboarding
One 12-month partnership. Four quarterly Guides. Year-round network presence.Quarterly payments are a payment plan toward the annual contractual commitment — not a quarter-to-quarter membership.
07The Founding Partner opportunity
Lead your major category.
A premier annual relationship with enhanced positioning and limited category availability.
Founding Legacy Partner
$2,497/ year
Pay annually or 4 quarterly payments of $675
- Everything included as a Legacy Resource Partner
- Founding Legacy Partner designation
- Premier category + website positioning
- Enhanced storytelling + visibility
- Additional social/email visibility
- Priority consideration for appropriate educational and event opportunities
- Co-marketing opportunities when appropriate
- Annual partnership strategy conversation
- Approved materials in qualifying live-event attendee packets
Limited by category — not limited to four
One Founding Partner may lead each approved major category.
Multiple Resource Partners may serve different specialties within a category. Only the premium Founding position is limited to one organization per approved category.
Founding positioning does not guarantee exclusive referrals. Current Founding Partners receive first opportunity to renew.
08The Founding Partner advantage
Put your business directly into their hands.
This goes far beyond digital visibility.
01
Legacy Navigation invests in marketing
02
People register for an educational event
03
They walk into the room
04
We educate + create trust
05
They receive their attendee packet
06
Your approved resource is inside
07
The relationship continues
BrochureBusiness cardSpecial offerChecklistEducational resourceConsultation invitationQR card
Not just an impression.A physical touchpoint.
Legacy Navigation typically hosts approximately 1–2 educational events per month; many major events are supported by approximately $2,500+ in Facebook advertising. Partner supplies printed materials. All materials require approval. Attendance, referrals, consultations, leads, conversions and outcomes are not guaranteed. Distribution is limited to qualifying events and applicable requirements.
09The power of a year
Trust isn't built in one impression.
This isn't a one-time advertisement. Familiarity is built through consistent presence.
1See you
2Recognize you
3Remember you
4Trust you
5Call you
12 months
The Legacy GuideLive EventsResource NetworkWebsiteEmailSocialCommunityAppropriate IntroductionsConsultationsOne partnership.Four quarterly Guides.A full year inside the ecosystem.
10The invitation
Where does your business belong?
If your business serves older adults, families or people navigating life's important transitions, we'd love to learn more about what you do.
Legacy Resource Partner$1,497 / year
or $399 quarterly × 4
Founding Legacy Partner$2,497 / year
or $675 quarterly × 4
Limited to one Founding position in each approved major category.Partnership fees purchase participation, visibility, Resource Profiles and applicable benefits. They do not purchase or guarantee referrals. Legacy Navigation retains discretion to connect families with resources appropriate to their needs.