My firm is hosting TWO upcoming Planning with Purpose webinars on Wednesday, May 20th:
Why Financial Planning? Both sessions will feature a panel of experts to show you a plan is so much more than just money management. Hear from SMAs in estate planning, charitable giving, investing, and overall strategic insights to help individuals protect their wealth and plan for the future.
Why a Webinar? I’m a big believer that education is power. Empowering yourself and others in financial education is the start to building a plan and life that aligns with your goals and desires. Whether that be you yourself, or a friend, family member, or colleague who would benefit from this conversation, we’d love to see you there!
Utilize the buttons below in terracotta to REGISTER for these events:
Retirement Checkup Webinar Details:
$250K - 3MM investable
Wednesday, May 20, 2026 at 9:15am PST /11:15am CST
Private Wealth Webinar Details:
$3MM + investable
Wednesday, May 20, 2026 at 8:00am PST / 10am CST
