We're here to help! Our upcoming virtual Empowerment Sessions are designed to address your concerns with short, focused presentations. 🕒 Event Highlight: "How to Fund Estate Planning" 📅 Date & Time: Sept. 16, 2024 12:00pm - 1:00pm ⏳ Duration: 30 - 60 minutes In this virtual presentation, Cassin Wolfe, Financial Representative from Modern Woodmen of […]
We're here to help! Our upcoming virtual Empowerment Sessions are designed to address your concerns with short, focused presentations. 🕒 Event Highlight: "What is a Will vs. a Trust?" 📅 Date & Time: Sept. 18, 2024 5pm - 6pm ⏳ Duration: 30 - 60 minutes In this virtual presentation, Liam Gilhooly, Attorney @ LFG Legal, […]
We're here to help! Our upcoming virtual Empowerment Sessions are designed to address your concerns with short, focused presentations. Event Highlight: "What is an Estate Planning Attorney?" 📅 Date & Time: Sept. 26, 2024 12:00pm - 1:00pm ⏳ Duration: 30 - 60 minutes In this virtual presentation, Liam Gilhooly, Attorney @ LFG Legal, LLC. will […]
We're here to help! Our upcoming virtual Empowerment Sessions are designed to address your concerns with short, focused presentations. Event Highlight: "Saving for the Future" Date & Time: November 22, 2024 12:00pm - 1:00pm Duration: 30 - 60 minutes In this virtual presentation, Rebecca Unverzagt, Branch Manager at Old National Bank will answer some introductory questions for […]
We're here to help! Our upcoming virtual Empowerment Sessions are designed to address your concerns with short, focused presentations. Event Highlight: "Essential Elements of a Successful Special Needs Financial Plan" Date & Time: December 6, 2024 12PM - 1PM Duration: 30 - 60 minutes In this virtual presentation, Ryan McGuire, Senior Consultant from Oak Wealth Advisors will […]
In this virtual presentation, Heather Holy, Advance Planning and Aftercare Specialist at Gunderson Funeral Home will answer some introductory questions for example: - What is and Advance Funeral Planner?- Why should you consider advanced planning?- What does the planning process look like?- What does a planning meeting look like?- How much should I budget for […]
