Empower your growing family with essential insights on tax planning, life insurance, and estate coordination to build a secure and lasting legacy.
Expecting a child is life-changing—so is preparing for what comes next. Setup Your Family for the Future is a free, fast-paced workshop designed to help new and expectant parents take control of their financial future with confidence. We’ll break down essential topics like tax planning, life insurance options, and estate coordination in clear, approachable language, so you leave with practical tools and peace of mind. Whether you\'re starting a family or expanding one, this session helps you build a legacy that lasts.