Latest Past Events

Living Legacy Luncheon: Jessup University

Jessup University 2121 University Ave., Rocklin

First40 Cofounder Heidi Struve Currey and Financial Advisor, Scott Leslie from Edward Jones, will facilitate an empowering session to guide Jessup University donors and supporters through the practical and emotional steps necessary to prepare for the end of life, ensuring their legacy and well-being are thoughtfully protected. What Donors Learn: Preserving their Story: Discover ways […]

Creating Closure for Clients

First40 Cofounders Heidi Struve Currey and Mikalee Byerman facilitate empowering sessions to guide financial advisors' clients through the practical and emotional steps necessary to prepare for the end of life, ensuring their legacy and well-being are thoughtfully protected. What Clients Learn: Preserving their Story: Discover ways to enhance legacy through meaningful conversations and legacy projects, […]