Planning for What Matters: A Practical Conversation About Planning Ahead

Planning ahead can feel overwhelming. Join us for a relaxed conversation with experienced professionals about financial and estate planning, caring for loved ones, and supporting the causes that matter to you.

Get comfortable, grab a snack and a notebook, and join us from home. Our moderator will guide the panel through common questions about planning ahead, with opportunities for your questions, too. No prior knowledge is needed.

Attendees will remain off camera and are welcome to simply listen, submit questions in the chat, or ask to be unmuted to share a question aloud. Questions can also be submitted when registering to help shape the conversation.

Everyone who registers before the event will receive a recording afterward, whether or not they can attend live. This is an educational conversation, with no donation request.