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).

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Thursday, Sept 17 · 10:00–11:00 AM PST

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