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 […]

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 […]

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 […]