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Planning with Purpose: A Values-based Financial Workshop for 2026
Start 2026 with clarity, confidence, and purpose.
Join us for an interactive Legacy Education Series workshop with Bo Lee, Wealth Advisor at Beacon Pointe, focused on helping individuals and families set intentional financial priorities for the year ahead.
Rather than short-lived New Year’s resolutions, this workshop centers on aligning your personal values with practical financial decision-making. Through guided reflection and discussion, participants will explore how values can inform financial, estate, tax, and charitable planning strategies in meaningful and realistic ways.
This session is designed to help you turn what matters most into actionable priorities you can apply directly to your financial decisions in 2026.
You’ll walk away with practical tools, including:
– Ways to align your finances with your values and priorities
– Tips for organizing important financial and legal documents
– Planning approaches to support confident financial decisions throughout the year
This workshop is ideal for individuals and families who want a thoughtful, approachable way to plan ahead and feel more confident about their financial direction.
All are welcome. We hope you’ll join us for this engaging and practical workshop.
PLEASE REGISTER TO THIS FREE EVENT ATTEND: https://forms.gle/CTu72qrusgzGtDYC6
