
Free Live Webinar
Planning With Love
Values-Based Estate Planning for Families Who Want More Than Documents.
Thursday, September 17 · 10:00–11:00 AM PST
- Use the Estate Values Map™ to surface your family's core values
- Real scenarios and practical ways to put the tools into practice
- Beneficiary readiness, communication, and choosing executors
- Live audience Q&A
Hosted by Genus Capital Management · A panel with Steve Parr (Parr Business Law), Nicole Garton (Heritage Trust Company) & Grant Conroy (Genus Capital).
Save Your Seat
Register for the webinar
Thursday, Sept 17 · 10:00–11:00 AM PST