Most Innovative New Initiative

After a co-worker dealt with her father’s early passing, the team realized that many people are not prepared for this phase of life and rarely have the documentation completed. This led to a discussion of what financial and legal processes people should handle at every stage of their life. The team developed seven webinars including subjects like financial footing, personal relationships, retirement, and tax considerations. Each program included a diverse panel of experts. In total, there were more than 3,000 registrations, with an average of more than 400 registrations for each program.