Fall 2023 Event Series
What will be your legacy?
Finishing Well
After years of hard work and dedication, retirement is our reward and time to live out our dreams. For many, the next step is building a legacy to share the fruits of our labor with our loved ones and community.
How do you want to be remembered? Whether your goal is to build generational wealth, to ensure the inheritance you leave behind aligns to your values, or to support causes you care about for years to come, a lasting legacy is possible with strategic planning.
Join us for our Fall 2023 events to build your best second half and finish well.
Keynote Livestream Event
Your Second Best Half
October 24, 2023
Your midlife doesn't have to be a crisis. In fact, the second half of your life has the potential to be better than the first. Discover how to create greater meaning, joy and impact in your life, with Lloyd Reeb of the Halftime Institute™.
Financial Workshops
Choose from these three workshops designed to provide insight into how to protect what matters to you most and retire confidently.