The Dash Experience: Planning With Purpose
About this Event
The Dash Experience: Planning With Purpose
Join us in person for The Dash Experience: Planning With Purpose.
Most people spend more time planning a vacation than planning the documents, conversations, and decisions their loved ones may need one day.
The Dash Experience is an engaging and educational workshop designed to help individuals and families prepare for the future with confidence, clarity, and peace of mind.
The "dash" represents the time between our birth date and the day we leave this earth. What we do with that dash matters—and so does preparing those we love for the future.
Join us for an afternoon of expert guidance, meaningful reflection, and practical planning tools designed to help you protect your wishes, reduce stress for your loved ones, and leave a legacy that reflects your values.
Whether you're caring for aging parents, planning for your own future, or helping a loved one organize important information, this workshop is for you.
What You'll Learn
✔ Estate Planning Essentials
✔ Financial Planning for the Future
✔ Life Insurance and Beneficiary Considerations
✔ Pre-Need Funeral & Final Arrangement Planning
✔ Organizing Important Documents
✔ Legacy Planning and Family Conversations
✔ How to Leave More Than Memories
Are you ready to plan with purpose?
Register Here:
https://pci.jotform.com/form/261134541926152
Advance registration is required. Space is limited.
Agenda
Welcome & Opening
Host: Dr. Enitra Briller, Founder/Owner, After Forever
Financial Planning: Building Wealth With Purpose
Host: Ms. Jessica Walgenbach, Treaty Oak Advisors
Estate Planning: More Than A Will - Protecting What Matters Most
Host: Attorney C. Jackson, C. Jackson Law Firm
Pre-Need Arrangements: Planning Ahead - The Final Gift of Love
Host: Ms. Carla Friday, The Neptune Society
Life Insurance: Love That Lasts Beyond A Lifetime
Host: Mr. Caden Sterns, The Only Legacy
Where is it happening?
Event Location & Nearby Stays:
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