When most people think about estate and legacy planning, they think of trusts, wills, and inheritance.
While those are important pieces of the puzzle, we believe estate planning is about much more than legal documents and paperwork.
It’s about relationships, values, intentions, and impact. Legacy is not just what you leave to people – it’s what you leave in people.
Join Prosperity Wealth Planning for a special webinar as we host an honest and meaningful conversation around wealth, values, and real legacy planning with an exceptional panel of experts:
- Heather Johnston — Estate Planning Attorney, Sapphire Law
- Silvia Rosales — Professional Fiduciary, Professional Fiduciary Services
- Orlando Archuleta — Charitable Giving Specialist, DAFGiving360
- Jordan Bromley, CFP® — Financial Planner, Prosperity Wealth Planning
- Moderated by Easton Price, CFP®, CDFA®
Participants will walk away from this event with:
- A clearer understanding of how legacy planning goes beyond legal documents
- Practical insight into how thoughtful planning can reduce family conflict and uncertainty
- A deeper framework for aligning your wealth with your values and long-term impact
Whether you’re updating an existing estate plan, starting from scratch, or simply thinking about the future, this conversation will offer meaningful insights for you and your family.
Save the Date
August 26, 2026
4pm - 5pm PST
Virtual Webinar: REGISTER HERE
We hope you’ll join us for this important conversation.
Best Regards,
The Prosperity Wealth Planning Team