Exceptional Living Series

As part of our effort to help you take initiative and act on your personal, professional and financial goals, we've invited Jean to share her 5 Steps to Lasting Financial Resilience.

Jean will discuss the need for sufficient savings and how to build them (or rebuild them if they've been depleted during recent months), how to meet your investment goals so you're not worried about the whims of the market, how to protect your loved ones with appropriate insurance and an estate plan that checks all the boxes, as well as how and why giving back is a key to lasting happiness.