Financial decision-making

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  • Your Power Plan: Healthcare and Financial Essentials

    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 […]

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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