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 […]
Join us for our monthly event, The Legacy Lounge - A Monthly Gathering for Insightful Conversations on Estate Planning, Family Legacies, and More! This is an engaging evening featuring a Live Interview with industry professionals, followed by an Interactive Q&Asession where you'll have the opportunity to ask your own questions and gain valuable insights on […]
Join us at Bar Vegan for The Legacy Table, an intimate dining series! Enjoy great food, cozy vibes, and meaningful conversations about estate planning, family legacies, and more. Connect, learn, and engage over a shared meal in a unique setting! Details: 🎟️ Tickets Include.... Access to the private dining experience Networking with professionals for collaboration and […]
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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