Description
As part of our mission to serve and be a resource for our community, we’re excited to offer a series of educational webinars throughout 2026. Join us on the third Thursday of each month to learn, connect, and gain insights designed to support your intrinsic motivations and goals — helping you continue to grow and thrive "today, tomorrow, together."
This month we'll be discussing Wealth Transfer Planning. We’ll go over key pieces that help make planning for the future feel more manageable and less overwhelming. We’ll explore the essential documents everyone should have, retirement accounts and beneficiary designations, and how trusts can help bring clarity in time that matters most with our Cohost Transamerica.
Webinar link to Register: https://events.teams.microsoft.com/event/2089b05d-c0c0-4205-b28f-817ced2fe9c5@3f5d403d-ccae-48a1-8212-f5d4349c6cc7
Date and Time
Thu, Apr 16, 2026
12:00p - 1:00p MST