Webinar Highlights: Insurance Planning with Purpose

Your legacy deserves more than uncertainty. Are you prepared for the potential estate tax changes ahead?

In our recent webinar, we explored what the federal estate tax really means for your legacy—and how the 2026 sunset could drastically change the landscape.

Senior Wealth Manager Ryan Walker, CFP®, CEPA, breaks down who could be affected, what steps to consider, and why timing is critical. With the current exemption set to drop by half in just over a year, now is the time to understand your exposure and your options.

This is about more than taxes—it’s about protecting your family’s future.

Watch the full webinar.