Past events

Family Love Letter-How Every Family Can Prepare

  • Cheri Brooks, Senior Vice President - Neuberger Berman
  • Claudia Marban

Join us for a virtual seminar focused on the Family Love Letter, a planning tool that allows you to enhance your legal planning and legacy documentation. This roadmap helps spark ideas and guide meaningful conversation on important life decisions.

Virtual Seminar-Unstoppable Mindset: Creating Habits to Achieve Your Goals

  • Lisa Schaefer, MSE
  • Claudia Marban

This virtual seminar will feature presenter Lisa Schaefer, MSE. Lisa, a Certified Leadership Coach, will share steps to create daily habits to help you create success in your life and achieve your goals. Learn about overcoming a negative mindset, disputing irrational beliefs that keep you limited and how to seek clarity of your goals and focus on ways to gain momentum.