Events & Workshops 

Join us for a live Virtual Estate Planning Workshop + Q&A where we’ll cover the essentials of protecting your assets and your loved ones

Plan for the Unexpected: A Jargon-Free Guide to Estate Planning
We all know we should get our affairs in order, but it’s so easy to push it to the bottom of the to-do list. The truth is, the best time to plan for an emergency is before you actually have one. Don't wait for a crisis to wish you had a plan—start today.

When a health emergency strikes, the last thing your loved ones should have to do is guess what you would want, argue in a hospital hallway, or fight through legal red tape just to manage your care. True emergency prep is about more than just physical supplies; it’s about having the right documents in place—like Powers of Attorney and Medical Directives—so the people you trust can step in when it matters most.

Join us for a fast-paced, jargon-free virtual workshop where we’ll walk through how basic estate planning can protect the people you love by making the big decisions ahead of time.

Not Just for "Old People"
Think you don't need a plan yet? The moment you become a legal adult, your parents, partner, and loved ones no longer have automatic access to your medical and financial world. Without the right documents in place, the people closest to you could be left trying to navigate a highly stressful situation without any clear legal authority.

What You’ll Walk Away With:

• Confidence in your choices: A better understanding of how to choose your trusted medical and financial backups.
• Clear boundaries: Clarity around how to officially communicate your medical care preferences and wishes.
• Peace of mind: The comforting knowledge that you are taking real steps to protect your family from confusion, delays, and unnecessary legal stress.

Take the first step toward protecting your legacy and give your family the ult

An educational workshop covering Trusts, key documents, and how to plan for the unexpected.

Keep Your Family Out of Court and Protect Your Legacy
Think trusts are only for the ultra-rich? Think again. Whether you own a home, have a life insurance policy, or simply want to ensure your loved ones are taken care of without unnecessary stress, a trust might be the most powerful tool you aren't using.

Setting up a trust often gets pushed to "someday." But when the unexpected happens, families left without a solid plan are often dragged into probate—an expensive, highly public, and exhausting court process that can take months (or even years) to resolve.

Don't leave your family with a legal headache; leave them with a clear path.
Join us for a straightforward, jargon-free virtual workshop where we decode the legal speak and explain exactly how a trust works in plain English. We’ll break down how setting up a trust now can save your family time, money, and emotional energy later.

What You’ll Walk Away With:

• The Will vs. Trust Debate: A clear understanding of the difference between the two, and how to know which one makes sense for your family.
• The Secret to Avoiding Probate: Learn how a trust can keep your assets out of the court system and directly in the hands of your loved ones.
• Total Control: Discover how you can dictate exactly how and when your assets are distributed (especially important if you have minor children or beneficiaries who aren't great with money).
• Privacy and Peace of Mind: Find out how trusts keep your family’s financial business private, out of public records, and safe from unnecessary legal fees.

Take the mystery out of trusts and take the first step toward securing your family's financial future.

Who Speaks for You? Your wishes. Your people. Your plan.

If an illness, accident, or emergency left you unable to make decisions, who would have the legal authority to speak for you?

Powers of Attorney and Medical Directives are not just documents for older adults. They are essential tools that every adult should understand. Without the right documents in place, the people you trust may be unable to access important information, manage your finances, or make medical decisions on your behalf.

This practical, jargon-free workshop will help you understand the documents every adult needs to protect their voice, their choices, and the people they love.

An educational workshop covering estate planning basics, key documents, and how to plan for the unexpected.

When a health emergency hits, your loved ones shouldn't have to guess what you'd want, argue it out in a hospital hallway, or fight through legal red tape just to help with your care or get access to basic information.

Real emergency preparedness isn't only about supplies and worst-case scenarios — it's about having the right documents in place, like Powers of Attorney and Medical Directives, so the people you trust can actually step in when it counts.

Join us for a fast, no-jargon virtual workshop on how a little estate planning now can protect the people you love later, by putting key decisions in writing before you ever need them.

And no, these aren't just "old people" documents. The moment you become an adult, your parents, partner, or closest people may lose automatic access to your medical and financial life. Without the right paperwork, they could end up stuck — no clear authority, no clear answers, right when it matters most.