Stewardship and Families
Stewardship has many definitions, making the topic seem overwhelming and sometimes leading to more questions than answers. Discover what it means to be a good steward in our latest article.
The Importance of Planning
When it comes to achieving your goals, a well-thought-out plan is essential. Discover the importance of planning in this video.
Happy Father’s Day!
Father’s Day is right around the corner. In this video, we reflect on how fathers, grandfathers, and other father figures play important roles in our lives and help shape us into who we are today.
Setting and Achieving Goals
Setting goals may seem easy, but following through and achieving those goals can be challenging.
Tips for Involving Your Successors in Financial Planning
Financial decision making with family members must be practiced and strengthened overtime. Discover tips for involving your successors in financial planning in this video.
Financial Planning for Your Family
Planning is not just a destination, it’s a process. A plan that worked 10 years ago, may not work today. Financial plans should be revisited and refreshed to fit your […]
SENDEROLegacy: Succession
How you can help the community of Uvalde, TX
Celebrating Women’s History Month
Succession Planning: The New Wellness Trend
