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 […]
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 […]
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: […]
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
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 […]
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 […]
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 […]
Deepening Connection with Clients through Closure Conversations
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 […]
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 […]
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.
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 […]