Coaching & Workshops



Products, coaching sessions, and workshops are under design. We understand that everyone’s needs are different and that’s why we’re working hard to create a variety of products and workshops that will cater to your individual needs. Our coaching sessions will equip you with action steps, clear goals, and an accountability resource to help you get over the barriers that are holding you back. From interactive group workshops to one-on-one coaching sessions, we have something for everyone. Our team of experienced professionals is committed to providing you with the most comprehensive resources available.  

Resources coming soon

Our products include e-books, webinars, and workshops that cover a wide range of topics such as why women need estate planning, the importance of estate planning and economic wellness for your family, and being generous through planned gifts. We understand that sometimes it’s difficult to attend a live seminar, so we’re also making sure that our workshops are available in an online format. That way, you can learn at your own pace and convenience.

Organizations and advisors

We’re also excited to announce that our on-site trainings are in the works for your nonprofit or for-profit business! This means that we’ll come directly to your organization (or virtually) and provide customized estate and philanthropy workshops, that will fit your schedule and needs. Our workshops and coaching sessions are also available for professional advisors (financial, legal, charitable) as a team training or for a client meeting. We’re really passionate about creating a positive experience for your team or group members, and believe that it all starts with investing in what they care about. 


Sign up for newsletter

Keep an eye out for our upcoming products and workshops. We can’t wait for you to experience what we have to offer. By signing up for our newsletter or following us on social media, you’ll be the first to know about our new programs and resources. We’re here to inspire, inform, and empower you and your organization.

Sign-up here for information on when the new items will be available.

Visit often as we are always thinking of new ideas to keep things exciting and fun for your next event. Our goal is to inspire, inform, and empower.