November Estate Planning Webinars

November 18th, 2026

Attend for a chance to win a $25 gift card!

FinPath is an employer paid Financial Wellness benefit, at NO COST to you!

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The Next Stepping Stone: Discover Medicare Solutions

November 18th @ 11 AM CT

Navigating Medicare doesn’t have to be overwhelming. Whether you’re approaching eligibility or just want to get ahead of the curve, this session breaks down what you need to know before making one of the most important healthcare decisions of your life. Join our partners at HUB Medicare Solutions for a straightforward conversation about your options and stay for live Q&A to get your specific questions answered.

What You’ll Walk Away With: 

  • A clear understanding of Medicare Parts A, B, C, and D and what each one covers 
  • Key enrollment windows and deadlines you can’t afford to miss 
  • How Medicare works alongside other coverage you may already have 
  • Common mistakes people make when signing up — and how to avoid them 
  • Confidence to ask the right questions when it’s time to choose your plan
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Leaving a Legacy: Legacy Planning Made Simple

November 18th @ 3 PM CT

Thinking about what you leave behind isn’t just for the wealthy, it’s one of the most meaningful things you can do for the people you love. In this session, we break down the essentials of legacy planning in plain language, so you can feel confident taking your first steps toward protecting your family and your assets. No complicated jargon, no intimidating fine print, just a real conversation about what matters most.
What You’ll Walk Away With:
  • What a will actually is, why you need one, and how to get started 
  • How beneficiary designations work and why reviewing them regularly matters more than most people realize 
  • A plain-language introduction to trusts and when they might make sense for your situation 
  • How to start the conversation with your family about your wishes 
  • Next steps you can take immediately — including how FinPath coaching can help you move forward

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