Thinking Through Estate Planning

Generational Wealth

Protecting your assets and securing your family’s future starts with smart planning today. In this insightful and action-oriented session, Julie Rains and Owen McGrann share practical estate planning strategies and discuss how these tools lay the foundation for generational wealth.

From wills and trusts to beneficiary designations and long-term planning, you’ll learn actionable steps you can begin now—no matter your income level—to ensure your legacy is protected and your wealth continues to grow for future generations.

What You’ll Learn:

✅ The essentials of estate planning and why it’s not just for the wealthy
✅ Practical steps to begin protecting your assets today
✅ How estate planning supports generational wealth and long-term security

Presenters:

🔹 Julie Rains – Financial Writer, Hall and Rowe Media LLC / JulieRains.com
🔹 Owen McGrann – Founder & Resident Troublemaker, Seed Counsel and Purely Estates

🎤 Moderator: Kymberly Pullom – Therapist, Compliance Consultant & CEO, Peaceful Pathways LLC