secure your seat!
Are you confident your children will be cared for exactly as you intend? Most parents think they've covered everything, but critical gaps in planning can leave families vulnerable when it matters most.
Shalini Codispoti
Attorney
webinar topics
In this essential workshop, you'll learn:
The six common mistakes parents make when naming guardians (even with legal help).
Why relying solely on a will can fall short in protecting your children.
Crucial steps to ensure your kids stay in a loving, familiar home.
How to guarantee your assets are immediately available to their caregivers.
Frequently Asked Questions
our Team Lunch
Enjoy a refreshing break during the event to connect with your team
in a relaxed setting. The team lunch offers an opportunity to unwind, exchange ideas, and reflect on the day’s sessions while strengthening team bonds.
Take time to relax and refresh with a delicious meal.
Take time to relax and refresh with a delicious meal.
Take time to relax and refresh with a delicious meal.
Collaborate and plan your next steps for investment success.
Recharge to stay focused and engaged for the afternoon sessions.
