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 90-day marketing plan including templates for use on their preferred marketing platforms and will have the opportunity for a custom marketing consultation with a former […]

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 as a power of attorney, and why it matters. Which assets should be placed inside a trust and which can rely on beneficiaries or transfers […]