Sumday is Today (west coast edition)

Stop waiting for "Someday." Start your legacy today. Join our financial stewardship webinar to calculate a better future.

About "Sum Day is Today"

Many families wait for "someday" to secure their financial future, but for caregivers and legacy-builders, Sum Day is Today. This webinar series provides the essential tools and mindset shifts required to calculate and protect a secure future. Whether you are managing complex caregiving needs or strengthening your family’s financial foundation, this session delivers the stewardship resources you need to lead with confidence.

If you care about your money and your family's future, you should be in this room

Here's what you'll actually walk away with:

• Your "GAP NUMBER"- a simple way to figure out how much more you need to save each month to hit your goals
• The Rule of 72-An easy way to see how long it takes for your money to double.
• The 3 Money Buckets-What you need now, what you'll need later, & what you want t o leave behind.
• How to stay ahead of inflation: Strategies to decrease the chances of your money quietly losing value over time

How to get the most out of the time you spend at the event:

• Spend just 15 minutes beforehand to look at your current numbers
• Know your WHY. Who are you building this for? When do you want to achieve these goals?
• Within 48 hours of the event's conclusion, book a time to TAKE ACTION. Knowledge is power.. but ACTION IS KING

Shawn Francis is a Licensed Financial Professional with over 20 years of experience in financial services and life insurance. A native of St. Thomas, U.S. Virgin Islands, and a father of seven, Shawn blends professional expertise with lived experience as a veteran caregiver. He is a former member of the Autism Parents Advisory Board at Children’s Hospital Los Angeles, a 2024 Caring Across Generations Fellow, and co-host of the Beyond the Spectrum podcast. Shawn is dedicated to providing financial stewardship and advocacy for families navigating the unique complexities of the caregiving and special needs communities.