Discover what it means to be a true steward of your income. This workshop will guide you through the fundamentals of saving, the importance of investing, and how to manage your cash flow with greater awareness. You’ll uncover financial habits that may be working against you and learn how liquidity can provide the flexibility to navigate life’s unexpected events and opportunities.

The Protection Path empowers individuals, families, and businesses to make confident decisions about protecting their income, assets, and legacy. Through simple lessons, real-life examples, and practical tools, you’ll have the opportunity to discover how to create a safety net for life’s unexpected turns.

This workshop offers a clear, practical introduction to estate planning with a special focus on how taxes can impact your legacy. Designed for individuals and families at any stage of planning, this session breaks down complex topics into easy-to-understand steps so you can make informed decisions that align with your values and financial goals.