2025 Financial Planning Series
These educational activities are provided for informational purposes only and do not offer CME credit.
Estate Planning – Part 2 of the Financial Planning Series
Thursday, September 25
12 - 1 p.m. ET
Live Webinar
Members: FREE | Nonmembers: $75
Registration required by Sept. 25 at 11:30 a.m. ET
REGISTER NOW >>
Join us for the next installment of ISMA’s Financial Planning Series, where we’ll focus on
estate planning—an essential step in securing your family’s future and ensuring your wishes are honored.
This interactive session will provide clear, practical strategies to help you:
- Identify the key steps in planning for the future with confidence.
- Build your team of trusted advisors.
- Organize a personal inventory and prepare key documents such as a will.
- Understand beneficiary designations, shared decision-making, and the benefits of establishing a trust.
Join our featured speaker Erin Goodrich, CFP, Senior Wealth Advisor, Shepherd Financial. Goodrich is a Certified Financial Planner™ with deep experience guiding individuals and families through the complexities of wealth management. Her personalized approach equips clients with tools and strategies to make thoughtful, informed decisions that align with their values and long-term goals.
Student Loan Debt Management – Part 3 of the Financial Planning Series
Thursday, October 30
12 - 1 p.m. ET
SAVE THE DATE