Take the first step in securing your future! Join us for Part 1 of this empowering series designed to help you plan for aging, disability, and financial decision-making. During this free virtual session, you’ll learn: How to plan for aging or disability How to communicate your care preferences with loved ones How to anticipate and […]
In honor of National Estate Planning Month, Keep the Keys: Navigating Mortgages After Death is a free virtual event designed to empower homeowners and their families with essential knowledge about what happens to a mortgage when a loved one passes away. This session will unpack one of the most misunderstood aspects of estate planning, how […]
Looking to bring an estate and legacy planning event to your organization or community? In addition to our public events, we partner with housing-focused, community development, and mission-aligned organizations to design and deliver customized educational workshops, seminars, and strategic consulting that meet your group’s unique needs.
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