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Estate Planning: A Hard Topic - Let's Talk About It

Talking about the end of life is hard and a little bit awkward, but it’s a key part of financial coaching. In this workshop, we’ll talk about tips and actions you can take today to make sure those you care about most can thrive financially after you’re gone. We’ll discuss wills, trusts, health care directives, account beneficiaries, and more. Let’s make this topic a little bit less taboo. 🖖🏾

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July 23

Community Convo: Financial Goals

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October 29

Avoiding Scams