The Planning Playbook: Life, Legacy & Security at Every Stage

The Planning Playbook - Life, Legacy & Security

Life doesn’t come with a manual — but it helps to have a playbook.
Join us for The Planning Playbook, a free and interactive panel discussion featuring local experts in financial planning, estate planning, life insurance, and Medicare.

We’ll break down what you need to know (and do!) at every stage of life — from building wealth to protecting your family to planning your legacy — all in a friendly, down-to-earth conversation.

Whether you’re just getting started, nearing retirement, or helping aging parents, you’ll walk away with clear, actionable insights to help you feel more confident and prepared.