Instructor
Leah Schulte, LPC, CFP®
Leah Schulte, LPC, CFP® is an experienced entrepreneur, accountant, and CERTIFIED FINANCIAL PLANNER™ . Leah co-owns and runs multiple businesses, including the Investment RIA, Brass Tax Wealth Management, where she provides holistic financial advisory services.
About the course
Talking about money can be awkward and daunting, especially if you are not feeling like an expert on finances, yourself. As you begin to get to a certain point in your life when you are thinking about estate planning, you start to realize how important it is to educate your heirs on what you have, what you will leave behind, or vice versa. In this course, we will workshop how to start these conversations in a comfortable and healthful way for all. You are welcome to book for just yourself, but we encourage you to book spots for anyone you'd like to start these conversations with in a safe setting. This retreat is appropriate for spouses, life partners, heirs, parents, and business partners.
Workshop Goals
Practice talking about finances in a safe, trusting way
Learn about estate planning skills, opportunities, and strategies
Understand and discuss how you and your family members view money. What do you value?
Learn how to write an ethical will
ORIENTATION
We will meet at 10:00 AM
Once you book, you will receive an email from the instructor with details and information, as well as directions to the estate.
small groups
We will spend time learning about each other, discussing goals, and learning skills, conflict resolution, and more.
Farm-based thearpy
We will offer a mindfulness stroll around the estate, farm-based activities, yoga, and more.
lunch
Lunch, snacks, and beverages are included in this retreat. You will indulge in farm-fresh foods provided by local chefs that nourish the mind, body, and soul.
WHO IS THIS RETREAT FOR?
Just you
Heirs
Children
Parents
Business Partners
Spouses
Life Partners
