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Beyond the Documents: Making Your Plan Easy to Carry Out (Webinar)

An estate plan is only as effective as its execution. This webinar goes beyond discussing the documents; it focuses on making your estate plan easy to understand, access, and implement when it matters most.

You will learn how organization, communication, and preparation can significantly reduce confusion and stress for your loved ones, ensuring your wishes are honored exactly as you intend.

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, making it ideal for a lunch-hour learning opportunity. For those who would like to attend the same presentation and ask questions, we invite you to the 6:00–7:00 PM session, which includes extended time for a live Q&A with the presenter.

Click HERE to register for the 12 PM session!

Click HERE to register for the 6 PM session!

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November 18

The Sandwich Generation: Planning for Parents and Kids at the Same Time (Webinar)