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 […]
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, […]