You’re Invited to our Webinar Series. Join us February 26, 2026 at 1:00 PM.
Topic: Navigating Money Conversations
Money touches every part of life, yet it’s often one of the hardest things to talk about.
Join Chris Levene, CFP®, as he leads an engaging and practical discussion on how to navigate meaningful money conversations with clarity and confidence.
This session goes beyond numbers and net worth. Chris will explore:
• How to approach financial conversations with a spouse or partner
• How to involve family in legacy discussions
• How to ask better questions in planning meetings
• Why true financial planning is about values, priorities, and purpose — not just assets
Whether you’re planning for the future, navigating a life transition, or simply want to communicate more effectively about money, this interactive webinar will provide practical insights you can use right away.
Because financial planning isn’t just about what you have, it’s about what really matters to you.
Reserve your spot today.
Please Register here to receive the webinar link for February 26th: https://us06web.zoom.us/webinar/register/WN_IFv27fo3RsCcCbxbcystzQ
