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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

Learn about the Closure Map process, which includes documenting your memories and capturing your voice. Please contact [email protected] to register

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, […]