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April Chapter Meeting- Plan with Purpose

  • April 14, 2026
  • 5:30 PM - 7:30 PM
  • 10101 Reunion Pl, San Antonio, TX 78261

Registration

Register

Plan with Purpose. Smart Financial and Estate Strategies for the Life You Want.

An event exclusively for ICF Coaches

Summary:
Join us for a practical discussion on how financial and estate planning can help clients align their resources with their values, define next steps, and move forward with clarity and purpose.

This session offers insights you can apply personally and share with the entrepreneurs and professionals you coach.
Key Takeaways:
  • Assess the Financial Landscape: Learn how financial and estate planning frameworks help clients evaluate where they are today and identify opportunities for growth and protection.
  • Clarify Priorities: Understand how structured planning helps clients align their finances with their goals, values, and long-term vision.
  • Create an Action Plan: Discover ways to help clients move from awareness to clear next steps, supported by coordinated financial and legal strategies.
CCEUs:
TBD

Pricing:

Free! (Please register to RSVP your attendance)


Bios:

Melinda Adams

Melinda Adams is a Financial Advisor and Certified Exit Planning Advisor who works with business owners, entrepreneurs, and families to help them build wealth and make thoughtful financial decisions for the future. As a former business owner who built and sold a multi-million-dollar company, she brings practical, real-world experience to conversations about money, growth, and long-term strategy.

Melinda holds a bachelor’s degree in Polymer Engineering from USM and an MBA with an emphasis in Finance from Auburn University. She is passionate about helping people align their financial decisions with the life they want to live. She regularly speaks to business groups and professional organizations on topics including wealth building, business succession, and creating financial freedom.

Catherine Byers


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