Join Brandon Rains and our special presenter, Katie Spencer. Dr. Katie Spencer is a wealth coach and clinical psychologist. Through her business Northbound Coaching, Dr. Spencer offers an insider’s perspective on wealth dynamics within family systems. By working to strengthen relationships and build the foundation to effectively navigate the landscape of wealth, she helps clients identify […]

Learn from speaker Brandon Rains, JD, an estate planning attorney, how to include the "why" in your estate plan. Learning Objectives: Understand estate planning strategies for incapacity and death Learn […]