FREE
We can’t control the cards life deals us, but we can control the choices we make to protect our loved ones and create a future that’s aligned with our purpose. Ever wondered what really happens to your hard-earned assets if life throws you a curveball?
In this interactive one-on-one activity, you’ll map out who you think deserves your assets most, then uncover how the current default system may (or may not) match your wishes. Because when it comes to life’s big things, leaving it to chance is not a strategy.
Expect a lighthearted yet eye-opening experience with clarity-building insights and “aha!” moments that show how preparation today creates certainty tomorrow. Guided by experienced Estate Planners, you’ll discover how to take control of your story instead of letting life write it for you.
You’ll take home a goodie bag to power up your financial wellness journey and to remind you that true self-care includes peace of mind.
Key Takeaways:
– Uncover the gap between your intentions and reality
– Discover how smart moves today prevent conflict and confusion tomorrow
– Gain clarity and confidence to shape your future with purpose
Duration: ~10 minutes per participant
Yes, certain workshops have limited slots. We recommend booking through the Genesis app or at the registration booth onsite.