Join us Thursday, June 26th at 5:00 PM EST for a one-hour workshop designed to reframe estate and legacy planning from a technical, fear-driven obligation into a practical, empowering step reflecting leadership and clarity, especially for families, professionals, and business owners navigating today’s financial complexity. Click here to register and learn more.

In This One Hour Webinar, You’ll Discover:

A clear understanding of what estate & legacy planning actually involves (without legalese)

The five documents everyone should have—and what happens if they’re missing

Practical examples of how thoughtful planning simplifies transitions & protects loved ones

Strategies to build a supportive financial environment.

A personal checklist to move from “intending to plan” to having it done

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Presented By:

                                                                                                                       Arthur Bush
                                                                                                               Chief Executive Officer
                                                                                                            Vera Planning

                                                                                                                                  Andrew White
                                                                                                                     Director of Client Experience
                                                                                                                    Vera Planning

Equip yourself with the knowledge and confidence to make 2025 your best year yet.

Stay tuned for more Vera Planning workshops and events. We are committed to providing valuable learning opportunities that empower you to Own Your Story. If you have questions, please reach out to us and schedule an appointment.

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