The Diversified Resource Network (DRN) is hosting a free webinar 10/2 on Wills and Estate Planning Essentials for Counselors and Coaches!!
Thursday October 2nd
2:00 p.m. – 3:30 p.m. EST
Strengthen your counseling toolkit and empower the communities you serve.
Estate planning is more than preparing documents—it’s about helping families protect their assets, honor their wishes, and preserve wealth for generations. As housing counselors and financial coaches, you are uniquely positioned to guide clients through these important conversations, while also understanding how planning impacts their financial stability and housing outcomes.
In this training, you’ll learn how to:
- Protect Client Legacies: Understand how estate planning prevents disputes, minimizes government involvement, and ensures assets are distributed as intended.
- Empower Through Education: Gain practical strategies to help clients discuss estate planning with clarity and confidence.
- Build Stronger Communities: Explore how legacy planning contributes to financial security, wealth building, and long-term housing stability.
Estate planning gives families the power to create, protect, and pass on wealth. This session will equip you with the knowledge and resources to support your clients—and strengthen your own expertise in the process.
Register HERE!
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