First40 cofounders Heidi Struve Currey and Mikalee Byerman have been invited to speak to an international audience on techniques to leverage closure conversations to enhance advisor and client mindsets during end-of-life.  While this presentation is a private event, excerpts will be shared in a future newsletter. Sign up here

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, […]