Winter 2024 Event Series
Preparing for the certainty of uncertainty
Planning with Purpose
Planning is a part of everyday life. From the smallest choices to the biggest choices, every decision we make takes a degree of planning, and with it comes our purpose.
What does it mean to plan with purpose? Each of us has our own unique set of values and goals, and a need to protect what we cherish most. No one can predict the future, but you can be prepared for any of life's unknowns with careful planning.
Start by joining us for our Winter 2024 events to build your plan and protect what you love.
Featured Livestream Event
In January, bestselling author and top leadership speaker Jon Acuff will share how to effectively set goals to escape your comfort zone, make measurable progress, avoid the chaos zone and live in the potential zone.
Event recording available through 1/30/24.
In February, choose from three workshops designed to help you fund a purpose-driven life.
Our financial advisors work with you to create a personalized strategy and support you with ongoing planning, so you can move toward achieving your goals, regardless of your starting point.