From community workshops to virtual webinars, our events are designed to educate, inspire, and connect.
Featured webinarFree online event
What to Do Before You Die – "Getting Your Ducks in a Row"
October 10, 20269:00 AM Pacific Time
A free online webinar covering the essential steps to protect your family and organize your affairs. Topics include: beneficiary designations, wills and trusts, Transfer on Death (TOD) deeds, Living Will, Durable Power of Attorney, Healthcare Power of Attorney, funeral planning, probate basics, organizing important financial documents, life insurance policy location and beneficiary review, digital assets and account access, and communicating your wishes with loved ones. Register to receive the Zoom link closer to the event date.
Sign up for the webinar opt-in form and we’ll send the Zoom link closer to the event date.
Retirement education series
Retirement Solutions Educational Webinar Series
A free, practical webinar series to help individuals and families navigate retirement planning, life insurance, financial protection, and the decisions that shape what comes next.
New webinar dates will be announced soon. Join the opt-in list below to receive invitations, reminders, and Zoom details.
All Upcoming Events
onlineEstate Planning
What to Do Before You Die – "Getting Your Ducks in a Row"
A free online webinar covering the essential steps to protect your family and organize your affairs. Topics include: beneficiary designations, wills and trusts, Transfer on Death (TOD) deeds, Living Will, Durable Power of Attorney, Healthcare Power of Attorney, funeral planning, probate basics, organizing important financial documents, life insurance policy location and beneficiary review, digital assets and account access, and communicating your wishes with loved ones. Register to receive the Zoom link closer to the event date.
October 10, 20269:00 AM Pacific TimeOnline – Zoom link sent upon registration