Part 3 in a series of 3. Each 90-minute session builds on the last, tying your identity, your income, and your investments together.

Presenters:
Katlyn Alegria – Empowering homeowners and investors to take charge of their financial future
Nicolette Courteau – Guiding clients home with heart, expertise & trusted results
Ssandra Acham – Global brand marketing & communications strategist

Summary:
Learn the importance of insurance planning for any stage in life. How to make the best decisions for your unique situation.

Presenter:
Edina Mauvana and Steven Lee

Summary:
Learn how to prepare for retirement effectively, and determine what steps you need to take to maximize success!

Presenter:
Lourdes Lopez

Details to follow!

Presenters:
Nicolette Courteau – Guiding clients home with heart, expertise & trusted results

Summary:
Join us as we help you understand what goes into planning your celebration of life. You’ll have the knowledge to make informed decisions without emotional overspending that can lead to future regrets.

Presenter:
Jacqueline Scoggins

Entering a funeral home can be overwhelming, especially when families are unprepared and uncertain about the decisions they need to make for their loved ones. Many families want to honor their loved one’s wishes but may be unsure of what those wishes are or how to communicate them effectively. This uncertainty can lead to emotional and financial stress, as well as decisions that may not reflect what the deceased would have wanted. For those who simply want to plan but don’t know where to start, this session will discuss the guidance needed to make sense of the options available and create a clear path forward.

Summary:
Join us as we help you understand what goes into planning your celebration of life. You’ll have the knowledge to make informed decisions without emotional overspending that can lead to future regrets.

Presenter:
Jacqueline Scoggins

Entering a funeral home can be overwhelming, especially when families are unprepared and uncertain about the decisions they need to make for their loved ones. Many families want to honor their loved one’s wishes but may be unsure of what those wishes are or how to communicate them effectively. This uncertainty can lead to emotional and financial stress, as well as decisions that may not reflect what the deceased would have wanted. For those who simply want to plan but don’t know where to start, this session will discuss the guidance needed to make sense of the options available and create a clear path forward.

Summary:
Learn how to prepare for retirement effectively, and determine what steps you need to take to maximize success!

Presenter:
Lourdes Lopez