Events
Estate Planning Basics
Did you know that more than one-third of families report disputes when a loved one didn’t leave an estate plan behind? In this webinar, we will introduce the estate planning basics: wills, trusts, and powers of attorney in clear, everyday language.
You’ll learn how even simple steps can protect your loved ones and avoid conflicts, and why planning ahead by talking with your family gives everyone more time and peace of mind. Leave knowing that estate planning isn’t just paperwork, but more importantly, a way you care for the people you love.
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Life Insurance Essentials
Life insurance is a crucial piece of the puzzle for financial security. Yet, recent data shows only about half of Americans have a policy. In this webinar, we’ll explain life insurance basics in plain English: how policies work, how much coverage your family might need, and the difference between term and permanent options. We’ll show how combining life insurance with your estate plan can give true peace of mind: helping cover mortgage payments, education expenses, or final costs so that your family’s future is secure no matter what. Our presenter will answer all your questions and help you feel confident choosing coverage that fits your budget and your family’s goals.
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Wills & Trusts Demystified: Planning Made Simple
We will break down “Wills vs. Trusts” in this accessible session. We’ll clearly explain how a will works, what probate means and how a living trust can often simplify the process. You’ll discover which tool fits your family’s needs and learn how simple planning choices can ensure more of your assets go to loved ones – not tied up in legal fees or delays. Throughout the webinar, we use real-life examples and plain language so attendees of any age feel empowered, informed, and comfortable creating (or updating) their estate plan.
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Insurance Planning Across Life Stages: What You Need & When
Insurance needs change as life evolves—and many families either overpay or go without key protection because they don’t know what to adjust and when. In this practical session, we walk you through insurance planning across major life stages—from starting a family and buying a home to caring for aging parents or preparing for retirement.
We’ll help you understand how to:
Reevaluate coverage when your household or income changes
Combine life insurance with estate planning to minimize taxes and protect assets
Use affordable term coverage in early years, then shift to permanent options with cash value as you grow
Whether you’re just starting out or revisiting your plan after years of stability, this webinar will give you clarity and confidence to ensure your insurance is working for your family.
