FREE ESTATE-PLANNING EDUCATION · NOVEMBER 9, 2026

Meet the people behind
the conversation.

Portrait of Nick Moore

Nick Moore

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Certified Financial Crimes Investigator

Portrait of Fragrance Chen

Fragrance Chen

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Financial Services Leader

Portrait of Courage Coach Jess

Courage Coach Jess

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Founder · Faith-Based Business Mentor

Portrait of Angelina Moore Roman

Angelina Moore Roman

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Financial Educator

Meet Nick Moore, Fragrance Chen, Courage Coach Jess, and Angelina Moore Roman. Their backgrounds include financial services, fraud prevention, estate-planning education, community outreach, and faith-based mentorship. Learn more about each presenter through their biography.

Monday, November 9, 2026

6:00–8:00 PM Eastern

Hybrid Event · In Person and on Zoom

1120 6th Avenue (Avenue of the Americas), New York, NY 10036 · Conference Room

WHAT THE EVENT COVERS

Four topics. Different life stages. Important questions.

Estate planning is not only a conversation for one age group. Whether you are beginning your career, supporting someone with a disability, raising a family, or looking ahead to retirement, learning about your options can help you prepare to speak with qualified professionals.

  1. 1. Living Trust
  2. 2. Medicaid Trust
  3. 3. Disability Trust
  4. 4. Special Needs Trust

FOUR STORIES · ONE SHARED CONVERSATION

Find the story that speaks to you.

Each story offers a different starting point for learning about estate planning. You can read one or all four. Every story leads back to the same November 9 educational event.

Dream discovers estate planning with her college friends, illustrated story cover
Young adults and college students

Dream’s Discovery

Dream and her friends discover why it matters to ask questions about estate planning early—even while they are studying, working, and building their futures.

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Anthony and Elena review their future plans at home in their story
Working adults and professionals

Anthony’s Next Chapter

Anthony considers the career and life milestones he has built, and explores why protecting that progress deserves attention alongside building it.

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Maya and her family create art together in a colorful illustrated scene
Families and disability advocates

The Safety Net of Love — Maya’s Story

Maya and her family explore how special-needs planning can support her opportunities, well-being, and future while considering public-benefit rules.

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Grace, Henry, Angela, and Mrs. Chen, characters in Grace’s Next Chapter
Adults ages 51–80

Grace’s Next Chapter: Protecting What Matters

Grace, Henry, Angela, and Mrs. Chen discuss homeownership, long-term care, independence, and helping loved ones plan for their futures.

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YOU'RE INVITED

Bring your questions. Leave better informed.

Monday, November 9, 2026 · 6:00–8:00 PM Eastern. Join Courage Coach Jess Ministries and Mission Team to learn about Living Trusts, Medicaid Trusts, Disability Trusts, and Special Needs Trusts.

Register for the Estate Planning Event
This educational presentation introduces planning questions. It does not replace individualized legal, tax, or financial advice. Trust rules, asset transfers, and eligibility requirements depend on individual circumstances.