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 […]
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: [email protected]
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 […]
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 […]
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 […]
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
To demystify and add balance to the end-of-life planning process, founder, Heidi Struve Currey, of First40, LLC is delivering a workshop for St Peter Women's Bible Study. 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 […]