Monday, October 20 - Friday, October 24, 2025
Estate planning is more than a will. Form getting an early start on your financial plan (hello, compounding!) to naming someone you trust for health care and financial decisions - plus ways to create a legacy for the people and causes you care about - this free series during National Estate Planning Awareness Week covers the essentials and beyond. (Reminder: if you don't make your own arrangements, the courts and state will decide for you.)
If you were unable to attend our program, please find the session descriptions and recordings below
Monday, October 20
Wealth with Intention: Planning, Building, and Passing It On
Peter S. Wyrough, CFP® and Brecht Buchheister
RECORDING: Wealth with Intention Planning, Building, and Passing It On-20251020_170208UTC-Meeting Recording.mp4
Build a financial plan with purpose to secure a lasting legacy for your family and community. We’ll explore strategies for early investing, including the Rule of 72, along with the essentials of wills and estate planning to intentionally pass on your wealth.
Tuesday, October 21
More Than a Will or Trust: Planning for All Life’s What-Ifs
Christopher B. Walter, J.D.
Recording: More Than a Will or Trust Planning for All Life’s What-Ifs-20251021_170208UTC-Meeting Recording.mp4
Everyone needs a will or trust—and sometimes both—but estate planning can feel daunting, which is why most people keep putting it off. This practical webinar will help you move past the overwhelm and understand the essential documents and strategies that ensure your wishes are respected while providing for the loved ones and causes that matter most to you. We’ll explore what goes into a comprehensive plan beyond the basics, from healthcare directives to financial powers of attorney, and help you understand what should be included based on your unique situation. You’ll also learn what quality estate planning should realistically cost—and why investing in proper planning now can save your family significant stress and expense later. Join us to discover how thoughtful planning today gives you control over your future and creates peace of mind and security for tomorrow.
Wednesday, October 22
Planning for Special Circumstances
May-Lis Manley, Esq.
Recording: Planning for Special Circumstances-20251022_165609UTC-Meeting Recording.mp4
Estate planning can be a very involved process, and special consideration must be given to family members with minor children, aging parents, and people with special needs. This webinar will highlight the unique items that family members should consider when engaging in estate planning, such as identifying alternate caregivers, fiduciaries, and other supports. We’ll address the general concepts necessary to understand and access government entitlements, such as Medicaid services, as well as the potential unintended consequences of passing generational wealth to such populations without a strategic plan. This is a session that you do not want to miss!
Thursday, October 23
What’s Your Vision: Building Intergenerational Wealth
Shari Fleming, J.D., AEP®, CAP®
RECORDING: What's Your Vision Building Intergenerational Wealth-20251023_170146UTC-Meeting Recording.mp4
Building generational wealth isn’t just about financial planning—it’s about creating lasting legacies that empower families for decades to come. This webinar will explore practical strategies to protect your assets, minimize tax burdens, and ensure your hard-earned wealth benefits future generations. We’ll address the opportunities and challenges in estate planning and wealth transfer that affect all families, with special attention to the unique barriers and considerations facing communities of color. Whether you’re a first-generation wealth builder or looking to expand an existing legacy, discover how intentional planning can help create the generational impact you envision. Don’t let inadequate planning diminish the wealth you’ve worked so hard to build—join us to learn how to secure your family’s financial future.
Friday, October 24
In Trusted Hands: Choosing the Right Estate Representative—or Serving as One Yourself
Malini Ganvir, J.D., LL.M.
One of the most critical aspects of estate planning is selecting who will carry out your final wishes—or understanding what it means when you’re asked to serve in this vital role. This informative webinar will guide you through the essential considerations for choosing executors, trustees, and other estate representatives who will honor your legacy with care and competence. We’ll explore the qualities to look for, difficult family dynamics to navigate, and practical steps to prepare your chosen representatives for success. For those who may be called upon to serve, we’ll cover your responsibilities, potential challenges, and resources to help you fulfill this important duty. Whether you’re planning your own estate or have been entrusted with managing someone else’s, learn how to ensure this crucial role is handled with wisdom and integrity.