Family Finance Workshops

While tackling your finances individually is empowering, taking the journey with your loved ones can be even more impactful.

Our series of complimentary virtual workshops will provide education, support, and personalized advice to you and your family, focusing on a few key life stages and topics. Designed to be highly interactive, our planning experts will cover tips and planning considerations, and answer any questions you have so you can walk away feeling more confident about your financial plan.

Find more details about each session and topics we’ll be covering below.

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Understanding Your Beneficiary Role

December 6, 2023 at 12:00 PM

Is your estate plan updated with your current wishes? Learn the necessities of an estate plan and identify the role loved ones will play in handling your affairs and assets.

This session includes:

  • Selecting beneficiaries
  • Powers of attorney
  • Healthcare proxies
  • Inheriting wealth
  • Tax implications
  • And more

Early Family Finances

February 13, 2024 at 12:00 PM

Is a member of your family a newlywed or have young children? Learn what steps to take to implement a long-term financial plan that will meet the evolving needs of their young family.

This session includes:

  • Saving for retirement
  • Education planning
  • Life insurance
  • Wills
  • And more

Who we are

We strive to be your one-stop shop for financial wellness, which is why we consider all aspects of your financial health, from investments to taxes and more, to build your plan. And with regional service teams throughout the US, we’re prepared to meet you wherever you are – physically and financially.

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