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Setting Your Estate Planning Goals: What Really Matters Most (Online)

Estate planning is about more than paperwork—it’s about purpose. In this webinar, we’ll help you clarify what matters most to you and translate those priorities into a plan that reflects your values and vision.

You’ll leave with a clearer understanding of common estate planning goals, how to prioritize them, and how thoughtful planning builds greater confidence and peace of mind.

This webinar will be offered twice on the same day for your convenience. The 12:00–12:30 PM session will present the full educational content in a streamlined format, ideal for a lunch-hour learning opportunity. For those who would like to attend the same presentation and have the opportunity to ask questions, we invite you to the 6:00–7:00 PM session, which includes extended time for live Q&A with the presenter.

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February 18

Setting Your Estate Planning Goals: What Really Matters Most (Online)

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March 18

What is Probate…and How Do I Avoid It? (Online)