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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]