A NEW CHAPTER IN FINANCIAL CONFIDENCE

You Built Your Career.
Now Protect Your Life's Work.

For ambitious working professionals ages 35–50, the next step isn’t just earning more. It’s making a plan for what—and who—matters most.

01. Career 02. Family 03. Legacy

Anthony and Elena, expecting a baby, standing together in their Manhattan apartment overlooking the skyline

THE BIG QUESTIONWhat happens to the life you're building if you don't have a plan?

35–50Career, family & legacy planning

4Trust concepts to explore

1Free conversation to get started

See the event details

Anthony and Elena preparing estate planning documents at home

THE MOMENT EVERYTHING CHANGES

MEET ANTHONY & ELENA

A promotion. A home. A growing family. What’s next?

Anthony and Elena are both successful attorneys in their late thirties in New York City. Their careers are growing, their finances are becoming more complex, and they are expecting their first child.

Their story starts with a question that resonates well beyond the legal profession: How do you create a plan that can grow with your career, your responsibilities, and your loved ones?

Knowledge alone isn’t protection without action.

INSPIRED BY ANTHONY’S NEXT CHAPTER

Read Anthony’s complete story

THE JOURNEY

Real milestones. Real questions.

Anthony’s story brings estate planning out of the abstract and into the moments working professionals recognize.

Anthony and Elena discussing living trust documents at home

01 / BUILDING WEALTH

From assets to a plan

Career earnings, investments, a home, and digital accounts.

Anthony reviewing care planning paperwork with his mother in their New York home

02 / CARING FOR FAMILY

Beyond your own future

Helping aging parents plan ahead for potential care needs.

Anthony and Elena discussing plans for their family’s future

03 / LOOKING AHEAD

Building a lasting legacy

Planning for a child, beneficiaries, and changing family needs.

Open the page-turning storybook

FOUR CONCEPTS. ONE CONVERSATION.

What deserves a closer look?

You don’t have to be an estate-planning expert to start asking better questions. These are the four core subjects covered at the event.

01ASSETS & INTENTIONS

Living Trust

Explore how a properly designed and funded living trust may help manage assets, support continuity, and potentially reduce probate for assets held in trust.

YOUR HOME · INVESTMENTS · LEGACY↗

02PARENTS & LONG-TERM CARE

Medicaid Trust

Learn why long-term-care planning for aging parents can involve Medicaid eligibility rules, timing requirements, and specialized asset-protection strategies.

PLANNING AHEAD · FAMILY CARE↗

03SUPPORT & INDEPENDENCE

Disability Trust

Consider how trust arrangements may help manage and safeguard funds for a person living with a disability, depending on their goals and benefits.

FINANCIAL SUPPORT · CONTROL↗

04LONG-TERM LOVED-ONE SUPPORT

Special Needs Trust

Understand how certain trusts can provide supplemental support to a beneficiary with a disability while taking needs-based public-benefit rules into account.

BENEFITS · FAMILY · PLANNING↗

Trust outcomes depend on the law, trust terms, ownership of assets, and individual circumstances. This page provides general education, not individualized legal, financial, benefits, or tax advice. Disability and special needs trusts are not necessarily interchangeable; trusts are also not a substitute for income-replacement insurance.

YOUR FUTURE DOESN’T WAIT

Don’t wait for a crisis to start the conversation.

Save your free spot

YOU’RE INVITED

One evening.
A smarter next step.

A free hybrid estate-planning presentation for people who want to make informed decisions about their money, their family, and the future they’re building.

FREE ADMISSIONIN PERSON OR ONLINEREGISTRATION REQUIRED

ESTATE PLANNING 101

Protect Your Family. Preserve Your Assets. Plan with Confidence.

DATEMonday, November 9, 2026

TIME6:00–8:00 PM Eastern

FORMATHybrid: NYC + Zoom

IN PERSON1120 6th Avenue
Avenue of the Americas
Conference Room
New York, NY 10036

On the registration form, select Working Professional (35–50) if that audience option is offered. Zoom provides your access details after registration.

THE PEOPLE BEHIND THE CONVERSATION

Meet your presenters.

Professionals and advocates bringing multiple perspectives to a conversation about estate planning and financial protection.

Nick Moore

Certified Financial Crimes Investigator

Fragrance Chen

Financial Advisor

Courage Coach Jess

Ministry Leader & Special Needs Financial Advocate

Angelina Moore Roman

Financial Educator

Build with ambition.
Plan with intention.

Join us on November 9 and take the first step toward a more informed financial future.

You Built Your Career.Now Protect Your Life's Work.