Join Brandon Rains and a group of like-minded clients and their successor trustees as Brandon reviews some of the responsibilities and duties of successor trustees. Being a trustee (and learning how to do it on the job) has to one of the hardest jobs out there, yet so many have to do exactly that.  These […]

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 how to empower your loved ones and enrich their lives Create mechanisms and strategies for purposeful giving