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 […]

You’ve got stories. We’ve got lunch. Let’s trade. Join us for a free Closure Map workshop that’s practical, personal, and even a little fun. (Yes, fun. We promise!) Here’s what […]

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, […]

First40 Cofounders Heidi Struve Currey and Mikalee Byerman facilitate empowering sessions to guide donors through the practical and emotional steps necessary to prepare for the end of life, ensuring their […]