First40

Creating Closure for Clients
2025-09-25 17:00 - 19:00 UTC | CA
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, fostering deeper connections with those who matter most.
Navigating the Emotional Journey: Find out how to approach the emotional aspects of preparing for the end with self-care and positivity, bringing a sense of joy and acceptance to the process.
Communicating Wishes: Gain insights on how to discuss difficult topics with sensitivity and ensure wishes are clearly communicated and understood.

This is a private workshop: If your organization would like to book us to facilitate this topic, contact us HERE.

Legacy Living: Conversations Worth Having Now
2025-09-24 18:00 - 20:00 UTC | Orange Hill Restaurant, Orange, CA, United States
Learn about the Closure Map process, which includes documenting your memories and capturing your voice.
Please contact hello@first40.net to register

Legacy Living: Conversations Worth Having Now
2025-08-27 11:00 - 12:30 (America/Los_Angeles) | St. Peter Lutheran Church, Lodi, Lodi, CA, United States
You’ve got stories. We’ve got lunch.
Let’s trade.
Join us for a free Closure Map workshop that’s practical, personal, and even a little fun. (Yes, fun. We promise!)
Here’s what you’ll leave with:
• Tools to spark meaningful family conversations
• A fresh take on your personal & family lore — find the fun and the funny
• Clarity on the often-missed steps to peace of mind
• A starter kit for mapping closure
• Your own copy of “Create Your Own Closure Map: Avoid an End-of-Life Scavenger Hunt”
If you are interested in attending this event please email hello@first40.net prior to August 26th.

The Importance of a Closure Connection Mindset
2025-07-30 09:00 - 10:00 UTC | CA
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

Create Your Own Closure Map Read and Review
2025-07-11 10:00 - 12:00 UTC | Depot Bay Coffee, 893 High Street, Auburn, CA, 95603, United States
Gold Country Writes Read and Review will meet Friday, July 11 at Depoe Bay Coffee Roasters, 893 High Street, Auburn. Please join us from 10 a.m.to noon. We will be discussing two books.
Create Your Own Closure Map: Avoid an End-of-Life Scavenger Hunt by Heidi Struve Currey
Maddie’s in the Middle by Mariah Clark Skewes (pen name for Mary Boyle)
All books chosen for the program are available for GCW members to check-out in our GCW library and for purchase on Amazon.com.
More information about Read and Review sessions can be found in our newsletter, The Dispatch.
For more information please email GoldCountryWriters1849@gmail.com

Estate Planning Best Practices
2025-06-23 14:00 - 15:00 UTC | Virtual
Leveraging the Tools and Expertise of Estate Guru we will cover:
How to avoid probate.
The difference between a will and a trust.
Which documents are needed to appoint someone as a power of attorney, and why it matters.
Which assets should be placed inside a trust and which can rely on beneficiaries or transfers on death.
This is a private workshop: if your organization would like to book us to facilitate this topic contact us HERE.

The Nexus Level Connection Effect
2025-06-16 14:00 - 15:00 UTC | Virtual
First40 consultants guide financial professionals through an interactive exercise to create compelling messages for social media, local press engagement, and strategic partnership marketing. Following the workshop, attendees will receive a 90-day marketing plan including templates for use on their preferred marketing platforms and will have the opportunity for a custom marketing consultation with a former Chief Marketing Officer.

This is a private workshop: If your organization would like to book us to facilitate this topic, contact us HERE.

Create Your Own Closure Map
2025-06-12 13:30 - 15:00 (America/Los_Angeles) | Gold Country Health Center, 4301 Golden Center Dr., Placerville, 95677, United States
Planning ahead isn’t just practical—it’s a gift for you and your loved ones.
Event highlights:

Take steps to map your plan and ensure your legacy.
Gain peace of mind knowing your loved ones won’t face a frustrating scavenger hunt.
Learn practical, nostalgic, and self-care steps.

Please RSVP for this complimentary event by emailing: tcamara@cypressh.com

Create Your Own Closure Map
2025-05-09 15:00 - 17:00 UTC | CA
Atlas Member, Kara Turner, from Turner Care Management, will host an appreciation event for her top professional partners.
First40 will introduce three steps in creating a custom Closure Map while participants enjoy food and fun!
This event is not open to the public, but if you would like to host an appreciation event for your clients or connections contact us HERE.

Deepening Relationships with Clients and their Loved Ones
2025-05-05 13:00 - 14:00 UTC | CA
This custom workshop will help insurance agents learn the ultimate blueprint for retaining assets and securing client legacies during the Great Wealth Transfer.
If you are interested in a custom workshop for your organization, contact us HERE.

The Nexus Level Connection Effect
2025-04-21 13:00 - 14:00 (America/Los_Angeles) | CA
Over the next 20 years, an estimated $124 trillion will transfer to the next generation and the reality is clear:

Women will control more wealth than ever before.
Adult children will inherit and invest differently than their parents.

Therefore, if you don’t develop relationships with women and adult children now, you won’t be their advisor later.
In this interactive session, learn how to use marketing, AI, and networking to amplify your client growth strategies
This is a private workshop: if your organization would like to book us to facilitate this topic contact us HERE.

Estate Planning 101
2025-04-07 13:00 - 14:00 UTC | CA
Leveraging the Tools and Expertise of Estate Guru, we will cover:
The many costs of probate including time and treasures.
The difference between a will and a trust.
What documents are needed to appoint someone as your power of attorney, and why it matters.
Which assets should be placed inside a trust and which can rely on beneficiaries.
This is a private workshop: if your organization would like to book us to facilitate this topic contact us HERE.

Women's Advisor Resource Group
2025-04-01 10:00 - 11:00 UTC | Virtual
Deepening Connection with Clients through Closure Conversations

The Holistic Prospecting Strategy
2025-03-24 13:00 - 14:00 (America/Los_Angeles) | CA
The multigenerational wealth transfer is the stuff of legend — and for good reason.
You’ve likely heard the staggering prediction: Over the next 20 years, an estimated $84.4 trillion will transfer to the next generation.
But here’s what many financial professionals don’t realize: Studies show that 70% of that wealth will pass through the hands of women. And here’s the kicker — according to McKinsey research, 70% of women change advisors within one year of their partner passing away. For divorcees, the percentage is even higher.
And adding further insult to injury: Only 19% of investors use their parents’ advisor.
These statistics don’t only represent a shift. They signal a seismic transformation in wealth ownership, decision-making, and financial relationships
This workshop guides financial professionals through critical strategies to find, meaningfully connect with and provide above and beyond service to current and future clients.
This is a private workshop: if your organization would like to book us to facilitate this topic contact us HERE.

Become a Legacy MVP: How Memories, Voice, and Preparation Create Your Lasting Impact
2025-03-15 11:00 - 13:00 UTC | West Park Bistro, 788 Laurel Street, San Carlos, CA, 94070, United States
Register Here

Join the founders of First40, Heidi Struve Currey and Mikalee Byerman, in this interactive workshop.
Learn about the Closure Map process, which includes documenting your memories and capturing your voice.
Begin steps to prepare and ensure your lasting legacy.

Walk away with:

A free book: “Create Your Own Closure Map: Avoid an End-of-Life Scavenger Hunt”
Checklists & clear steps
Resources to continue building your Closure Map

Create Your Own Closure Map
2025-03-10 12:00 - 13:00 UTC | Awful Annie’s, 13460 Lincoln Way, Auburn, CA, 95603, United States
To demystify and add balance to the end-of-life planning process, founder, Heidi Struve Currey, of First40, LLC is delivering a workshop for the Soroptimist International of Auburn. Attendees will participate in a Q-and-A session with Heidi and will be introduced to empowering exercises like:

Compiling and safely storing passwords and other critical documents.
Capturing the backstory of their favorite family recipes
Creating checklists to cover with professionals like financial advisors and estate attorneys.

January Coaching Cohort
2025-01-08 12:00 - 13:00 (America/Los_Angeles) | Virtual
The steps are more fun when you are not taking them alone. Sign up today for a 4-session group coaching cohort.
Coaching Cohort Sign Up

Ask the Expert
2025-01-02 10:00 - 11:00 (America/Los_Angeles) | Virtual
Each month members of the First40 Community are invited to a Q & A session with a local professional expert including:

Financial Advisors
Estate Attorneys
Tax Professionals
Advance Care Directives
In-home care
Real Estate
Extended Care

An active First40 community membership is required to attend the Ask an Expert calls. Sign up today for either:
Compass Basic Membership
Navigator Premier Membership
After your membership is processed, you will receive an invitation to the next Ask an Expert call including details about the topic and the Zoom link for the meeting.
If you have questions email: hello@first40.net

Taking the First Step
2024-12-05 10:00 - 10:30 UTC | Virtual
Whether it’s months, years, or decades from now, life can change in an instant — for you or for a loved one. And we all want to avoid a frustrating end-of-life scavenger hunt.
This Taking the First Step workshop will guide you through the process of developing a unique-to-you plan called a “Closure Map.” You’ll be introduced to a variety of First40 experiences and resources to help you on your journey— some tactical, some nostalgic, some focused on self-care, all empowering and customizable to your unique situation. You will learn how to:

Get your copy of the workbook
Sign up for our free newsletter
Access group and 1-on-1 coaching support
Register for upcoming workshops
Connect with us on social media

Preparing for the UnExpected
2024-11-19 10:00 - 11:00 (America/Los_Angeles) | Roseville, CA
We invite you to attend our upcoming speaker series workshop, “Preparing for the UnExpected,” taking place on Tuesday, November 19th, at 10 a.m. This empowering session, presented by Heidi Struve Currey, will guide you through the practical and emotional steps necessary to prepare for the end of life, ensuring your legacy and well-being are thoughtfully protected.
What You’ll Learn:

Preserving Your Story: Discover ways to enhance your legacy through meaningful conversations and legacy projects, fostering deeper connections with those who matter most.
Navigating the Emotional Journey: Find out how to approach the emotional aspects of preparing for the end with self-care and positivity, bringing a sense of joy and acceptance to the process.
Communicating Your Wishes: Gain insights on how to discuss difficult topics with sensitivity and ensure your wishes are clearly communicated and understood.

Kaminsky Law Group will be providing all attendees a copy of the workbook: Create Your Own Closure Map valued at $29.40. This tool helps you organize essential documents and information, providing a road map for your loved ones during a difficult time.
Don’t miss this opportunity to take control of your future and ensure your legacy is carried out according to your wishes. Reserve your spot today by calling: 916-540-7618.

Critical First Steps for Family Caregivers
2024-11-18 17:30 - 19:30 (America/Los_Angeles) | Sierra College Community Education, Roseville, 316 Vernon St, Roseville, CA, 95678, United States
This workshop, offered through Sierra College Community Education is designed for anyone beginning to care for a loved one or anyone who wants to be prepared for a family member’s health crisis. You will learn the critical information needed to assist in the event of a hospitalization or a need for extended care. Content delivered in class will be supplemented by interactive exercises and worksheets you can complete at home.
Please sign up for this course through Sierra College Community Education.

Prepare for the Unexpected
2024-10-15 18:30 - 20:00 UTC | CA
Join us for an evening with:
Live Music
Appetizers
Champagne
Giveaways
Meet the Professionals
Heidi Struve Currey, Thad Stanley, Jennifer Prioriello, Camille Butterfield, Catherin J. Smith and more..
GET YOUR QUESTIONS ANSWERED!
Get expert advice from seasoned professionals.
Learn essential tips for managing your future.
Network with other like-minded individuals.
Winners will be Given the First40 Create Your Own Closure Map workbook

Create Your Own Closure Map
2024-10-10 15:00 - 16:30 UTC | The Ridge Event Center, 2020 Golf Course Road, Auburn, CA, 95602, United States
Seating is Limited Please Register by calling: 530-866-8222 or emailing Nathan.Mahnke@Thrivent.com
To demystify and add balance to the end-of-life planning process, the founders of First40, LLC are hosting a workshop in Auburn. Attendees will participate in a Q-and-A session with First40’s cofounders as well as Nathan Mahnke, Financial Advisor with Thrivent, and will be introduced to empowering exercises like:

Compiling and safely storing passwords and other critical documents.
Capturing the backstory of their favorite family recipes
Creating checklists to cover with professionals like financial advisors and estate attorneys.

Preparing for the Unexpected while Connecting with Loved Ones
2024-09-12 08:00 - 17:00 UTC | Osher Lifelong Learning Institute, University of Nevada, Reno, Reno, NV, United States

Preparing for the Unexpected while Connecting with Loved Ones
2024-08-27 08:00 - 17:00 UTC | Sierra College Community Education, Roseville, 316 Vernon St, Roseville, CA, 95678, United States
