Join JuliAnne DeChaine, Personal Home Office Manager, and Danielle Smith, CFP of Sequoya Financial, for an informative and empowering session designed to help you navigate the many professionals involved in planning your personal, financial, legal, and medical future.

Gain valuable insight into the key differences between various legal specialties, understand the range of medical care options available, and explore strategies for effective financial management.

Whether you’re just beginning to plan or looking to refine your existing arrangements, this session will give you the knowledge and tools to assemble the right team for your needs.