Estate Planning – Part 2 of the Financial Planning Series

This educational activity is provided for informational purposes only and does not offer CME credit.

Thursday, Sept. 25, 2025

12 – 1 p.m. ET

Members: FREE

Nonmembers: $75

Registration required.

Program description:

Our consultants will guide you through the essential steps to planning your future with clarity and confidence. We’ll cover how to build a team of trusted advisors, organize a personal inventory, and prepare key documents such as a will. You’ll also gain insights into beneficiary designations, shared decision-making, and the potential benefits of establishing trust.

This conversation is designed to offer practical strategies that protect your loved ones and ensure your wishes are honored.

Objectives:

At the end of this live webinar, attendees will be able to: 

• Identify the key steps involved in planning for the future with clarity and confidence.
• Recognize the value of assembling a team of trusted advisors.
• Develop a personal inventory to support effective planning.

Speaker:


Erin Goodrich, CFP
Senior Wealth Advisor at Shepherd Financial

About the speaker:

Erin Goodrich is a Senior Wealth Advisor at Shepherd Financial. As a Certified Financial Planner™, Erin is dedicated to helping individuals and families make thoughtful, well-informed financial decisions that reflect both their goals and values. She takes a personalized and comprehensive approach to planning, working closely with clients to simplify the complexities of wealth management and provide clear, actionable strategies. Erin is passionate about building strong relationships and equipping clients with the tools and confidence they need to navigate life’s financial journey.

REGISTRATION DEADLINE: Sept. 25, 2025, at 11:30 a.m. ET