MATRIXFINANCIALS

Events and conversations

Learn together. Look ahead.

Explore financial ideas through shared learning. Find upcoming conversations and revisit past events.

FREE WEEKLY WEBINAR

Will & Trust Webinar

Every Sunday at 4:00 PM CT

Learn essential strategies to protect your assets and secure your family’s future.

When
Every Sunday
4:00 PM CT
Format
Online webinar
Free admission
Register for free webinar

What you’ll learn

  • Estate Planning Basics
  • Will vs Trust Explained
  • Asset Protection Strategies
  • Tax Planning Benefits
  • Family Security Planning
  • Common Estate Mistakes

Upcoming events

More conversations ahead

Our next event is taking shape.

Additional events will be announced here. In the meantime, join our weekly webinar above or explore a financial concept.

Explore financial concepts

YOUR NEXT STEP

Join the free webinar.

Ask to join the Will & Trust Webinar. Mention the webinar in your message so our team can follow up with the details.

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A thoughtful next step

Start with a conversation.

Your questions. Your priorities. A clearer place to begin.

Schedule a meeting