Planning with Purpose Seminar: Taking Control of Your Wealth in Uncertain Times
Last week, we were honored to host the “Planning with Purpose” seminar at Bouchey Financial Group in collaboration with Ryan Bouchey and Jim LeBrou (RLGC). We welcomed an engaged group of attendees who came ready to explore meaningful estate-, tax-, and financial-planning strategies for all stages of life.
From the opening remarks through tactical break-out discussions, the atmosphere was one of both learning and connection. Jim left everyone with this lasting thought: effective planning isn’t just about documents—it’s about aligning your decisions with the life you want to lead.
Here are a few of the take-aways our guests found most valuable:
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The importance of revisiting your estate plan whenever major life changes occur (marriage, relocation, business growth, etc.).
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How tax planning and legacy planning work hand-in-glove—and how early preparation offers more options.
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The value of building relationships with trusted advisors so you don’t wait until “someday” to begin your plan.
And beyond the insights, the takeaway was also community. We watched new connections form and questions get asked that often stay unspoken until one-on-one. Moments like these remind us that financial planning is relationships-first.
We want to thank every person who joined us and contributed to the conversation. If you weren’t able to attend but would like to explore these topics further or schedule a consultation with our team, we’d love to connect.
Thank you for being part of “Planning with Purpose.” We look forward to hosting more events that bring clarity, confidence, and community.