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 in a Q-and-A session with Heidi and will be introduced to empowering exercises like: Compiling and safely storing passwords and other critical documents. Capturing the […]
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 your voice. Begin steps to prepare and ensure your lasting legacy. Walk away with: A free book: “Create Your Own Closure Map: Avoid an End-of-Life […]
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 transfer to the next generation. But here’s what many financial professionals don’t realize: Studies show that 70% of that wealth will pass through the hands […]
Deepening Connection with Clients through Closure Conversations