Planning With Purpose- Where Wealth Meets Legacy

Planning with Purpose: Where Wealth Meets Legacy

Join us for an intimate and inspiring evening where your financial future and legacy come into focus.

Planning with Purpose is a thoughtfully curated event for individuals ready to take a more intentional approach to wealth and estate planning—from growing and protecting assets to navigating family transitions and creating lasting generational impact.

Together, Private Wealth Advisor Melissa Cournyer and Estate Attorney James Jones will share insights designed to help you safeguard what matters most, while providing the clarity, confidence, and strategies to move forward with purpose.

This evening offers more than financial insight—it’s an opportunity to connect, learn, and begin shaping the legacy you envision.

Space is limited. RSVP today to reserve your seat.

Host or Publisher Konvex Wealth