Events

Thursday, September 24 @ 6 PM - 7 PM

Understanding Powers Of Attorney & Medical Directives

Who Speaks for You? Your wishes. Your people. Your plan.

If an illness, accident, or emergency left you unable to make decisions, who would have the legal authority to speak for you?

Powers of Attorney and Medical Directives are not just documents for older adults. They are essential tools that every adult should understand. Without the right documents in place, the people you trust may be unable to access important information, manage your finances, or make medical decisions on your behalf.

This practical, jargon-free workshop will help you understand the documents every adult needs to protect their voice, their choices, and the people they love.

Tuesday, September 29 (Virtual) @ 6 PM - 7 PM

Estate Planning 101: The Ultimate Gift To Yourself And Your Family

An educational workshop covering estate planning basics, key documents, and how to plan for the unexpected.

When a health emergency hits, your loved ones shouldn't have to guess what you'd want, argue it out in a hospital hallway, or fight through legal red tape just to help with your care or get access to basic information.

Real emergency preparedness isn't only about supplies and worst-case scenarios — it's about having the right documents in place, like Powers of Attorney and Medical Directives, so the people you trust can actually step in when it counts.

Join us for a fast, no-jargon virtual workshop on how a little estate planning now can protect the people you love later, by putting key decisions in writing before you ever need them.

And no, these aren't just "old people" documents. The moment you become an adult, your parents, partner, or closest people may lose automatic access to your medical and financial life. Without the right paperwork, they could end up stuck — no clear authority, no clear answers, right when it matters most.

Tuesday, October 20 @ 6 PM - 7:30 PM

Protect Yourself And Your Assets: A Roadmap To Building Your Legacy

Life’s biggest moves, buying property, investing, launching businesses, growing your income, and leveling up, are happening right now. But when life is moving fast, it’s easy to let the legal, wealth-building, and tax pieces fall through the cracks.

This isn’t a boring lecture about retirement. This workshop is designed to help you get your affairs in order, so your current world is organized, optimized, and protected. We are talking about strategies for today to help protect tomorrow.

We’re bringing a CPA, an estate attorney, and a strategy advisor into the same room to help you think through the decisions that impact your money, your assets, your loved ones, and the legacy you’re building.

Whether you’re focused on protecting what you have, growing what you’re building, or creating a future that would make your ancestors proud, this workshop will help you start building a clearer legacy blueprint.

Leave the guesswork behind and walk away with practical insight for your life, your asset growth, and your protection strategy.

Wine & Light Bites provided: because adulting deserves a snack and a drink.

Tuesday, October 27 @ 6 PM - 7 PM

Let’s Talk About Trust: Estate Planning Workshop

An educational workshop covering Trusts, key documents, and how to plan for the unexpected.

Keep Your Family Out of Court and Protect Your Legacy

Think trusts are only for the ultra-rich? Think again. Whether you own a home, have a life insurance policy, or simply want to ensure your loved ones are taken care of without unnecessary stress, a trust might be the most powerful tool you aren't using.

Setting up a trust often gets pushed to "someday." But when the unexpected happens, families left without a solid plan are often dragged into probate—an expensive, highly public, and exhausting court process that can take months (or even years) to resolve.

Don't leave your family with a legal headache; leave them with a clear path.

Join us for a straightforward, jargon-free virtual workshop where we decode the legal speak and explain exactly how a trust works in plain English. We’ll break down how setting up a trust now can save your family time, money, and emotional energy later.

What You’ll Walk Away With:

• The Will vs. Trust Debate: A clear understanding of the difference between the two, and how to know which one makes sense for your family.
• The Secret to Avoiding Probate: Learn how a trust can keep your assets out of the court system and directly in the hands of your loved ones.
• Total Control: Discover how you can dictate exactly how and when your assets are distributed (especially important if you have minor children or beneficiaries who aren't great with money).
• Privacy and Peace of Mind: Find out how trusts keep your family’s financial business private, out of public records, and safe from unnecessary legal fees.

Take the mystery out of trusts and take the first step toward securing your family's financial future.