Estate Planning Strategies to Secure Your Legacy
Estate planning should be on everyone’s radar. It is important to document wishes and account for any unique family dynamics.
Whether your clients are looking to update their plan or create a new one, start the dialogue on estate planning with this presentation.
Personal Finance 101
We all learn algebra and geometry in high school, but for many, the fundamentals of personal finance are missing. This presentation will help you right that wrong.
With helpful info on budgeting, saving, building credit, estate planning, investing, and combining finances with a partner, this session is perfect for young professionals or college students.
Yes, She Can: Building Financial Confidence for Women
94% of women believe they will be personally responsible for their finances at some point in their lives, but only 48% are confident in their finances.
This presentation is tailored to equip women with actionable strategies to take control of their finances, whether alone or with a partner. It covers saving for retirement, broaching family finance conversations, complex financial scenarios like divorce or loss of a spouse, and how to feel empowered to play an active role in their own wealth management.
Source: Bank of America
Level up your next event with the help of our Event Planning Checklist for Advisors
Whether you're hosting a client appreciation event, seminar, or workshop, our comprehensive checklist will be your one-stop shop to help you ensure your event is a resounding success.
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