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    • Home
    • Services
      • Subscription-Based Coach
      • Create your Gameplan
      • Comprehensive Services
    • About
    • Workshop
    • Disclosures
  • Home
  • Services
    • Subscription-Based Coach
    • Create your Gameplan
    • Comprehensive Services
  • About
  • Workshop
  • Disclosures

Do I Really Need a Will?

An Intentional Time to Think About Your Family

Join financial coach Conner Bourne for a casual, judgment-free workshop that helps you take the fear out of estate planning.

This session is designed for real life — busy families, young professionals, and anyone who wants to plan with intention, not anxiety.

What You'll Walk Away With:

  • A simple, judgment-free Estate Planning Scorecard
     
  • Clarity on the 4 core documents every family should understand
     
  • A take-home conversation script to guide family discussions
     
  • Action steps you can implement immediately
     

Event Details

  • Date: June 25, 2025
     
  • Time: 7:30-8:45 PM
     
  • Location: Home2 Suites, Winter Garden
     
  • Format: Hybrid (In Person + Online Option Available)

Sign Up Here!

Disclosures

 

*This information is for educational purposes and is not intended to provide, and should not be relied upon for, accounting, legal, tax, insurance, or investment advice.*


 

Advisory services offered through Strategic Blueprint LLC. Conner Bourne is an Investment Adviser Representative of Strategic

Blueprint. Strategic Blueprint is otherwise unaffiliated with Bourne Financial Coaching.

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