Designed for families to explore the intricacies of estate planning with a focus on prioritizing what’s most important, defining the purpose of your wealth, and directing the legacy of your life. With your values in mind, we’ll help you and your family align estate planning with your life purpose and family dynamics.

- Dinner and Drinks Provided

What We'll Accomplish

- Encouraging open and honest conversations among family members about spiritual beliefs and how they impact views on money, inheritance, and legacy

- Learning practical tools and resources for creating and implementing a personalized estate plan, particularly for a family health crisis, that reflect and perpetuate your deepest values and beliefs